Sep 27 2018Joe DeNoyior Named One of 2018 Financial Times 401 Top Retirement Advisors
Washington Financial Group is pleased to announce that Managing Partner Joe DeNoyior has been named one of the 2018 Financial Times 401 Top Retirement Advisors. The formula the FT uses to grade advisers is based on seven factors and calculates a score for each adviser. The factors were: Defined Contribution (DC) Assets Under Management (AUM), Read more ➝Sep 12 2018Alert Bells Are Ringing
By Jay Sanford, Director, Investment Strategy History shows you can follow certain indicators to get a decent gauge of where we are in the market cycle. If you saw our Mid-Year Outlook, you know we are looking at various indicators which include the yield curve (my personal favorite), peak manufacturing and peak earnings to name Read more ➝Aug 29 2018Health Savings Accounts: Features Your Employees May Thank You For
For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are 65, has increased $15,000 from 2016 to 2017, bringing total projections to $275,000, after Medicare coverage. Even for professionals with Read more ➝Aug 17 2018Happy 50th Birthday, Joe!
Happy 50th Birthday to WFG’s Managing Partner, Joe DeNoyior!Aug 16 2018The Financial Marathon
A Marathon for Everyone Recently, we went to cheer on a friend running in their first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. We waited at the last bend before the finish line so we’d have a good vantage point for cheering our Read more ➝Aug 2 2018Guide for Employers Dealing with Missing Participants
Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory agencies in previous years have published guidance on this topic relating to missing “retired” employees. With the increase in the number of “pre-retired” missing plan participants, governmental bodies are now taking additional measures to Read more ➝Jul 19 2018How Much Does Financial Stress Cost Employers?
Employers, do you how many hours your employees spend distracted by personal finances at work? You may be surprised at the cost of those distractions… Here are three things employers can do to help with employee financial stress! Enter your email below to download our free guide. To access our Infographics page where you Read more ➝Jul 10 2018Why Your Portfolio Belongs in the World Cup
By Jay Sanford, Director, Investment Strategy If you follow WFG on Twitter (@washfinancial), you know that some of us in the office are big soccer fans. The TV’s in the office MIGHT have been turned from CNBC to the World Cup over the last few weeks. Watching All-Star teams play for their country (imagine every Read more ➝Jun 27 2018Stretching the Match
As an employer, would you like to maintain your company’s profit sharing contribution and, at the same time, encourage your employees to save more? Stretch the match! Help your employees to reach, stretch, and strengthen for their retirement. Check out this short video to provide some insight on Stretching the Match. Like this video? Check Read more ➝Jun 19 2018To Invest or Not to Invest
By Jay Sanford, Director, Investment Strategy We at WFG are not in the business of buying and selling (trading) highly volatile “currencies.” Yet, we come across it almost every day. It is the investment du jour at the moment. That isn’t to say it isn’t legitimate, but we see this type of investment come and Read more ➝