WFG Blog

  • Jul 10 2018
    Why 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 2018
    Stretching 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 2018
    To 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 ➝

  • Jun 8 2018
    Keeping an Eye on Global Activity

    The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may be ahead for the rest of the year. But we’re not quite there yet!  Read more ➝

  • Jun 5 2018
    Should We Have a Retirement Plan Committee?

    If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong chance that you are a 401(k) plan fiduciary.  You have a legal obligation to operate the plan solely in the interests of the plan participants (people with retirement account balances) and their beneficiaries (people who  Read more ➝

  • May 22 2018
    Our Eye is on the Horizon, Part 2

    By Jay Sanford, Director, Investment Strategy The last time we met, we discussed the inevitability of the stock market going down and what we look at when it comes to taking the temperature of the market. (Remember, that is our little secret!) The second question to that blog post was, “What should I do about  Read more ➝

  • May 8 2018
    Do you know how to prepare for a 401(k) storm?

    What shelter does your 401(k) plan have against annual non-discrimination testing? If you are a fiduciary to a traditional 401(k) plan, there’s a chance you might be inclined to annual non-discrimination testing. A Safe Harbor Plan can eliminate the need for annual non-discrimination testing. Not sure if your plan qualifies? Check out this short video  Read more ➝

  • Apr 25 2018
    Our Eye is on the Horizon, Part 1

    By Jay Sanford, Director, Investment Strategy I’m going to start with the bad news and it’s a secret, so please keep this close to the vest…  the stock market will eventually go down!  I know, I know, it’s hard to believe.  We have had 9 years of growth (albeit slow at times) and the fundamentals  Read more ➝

  • Apr 12 2018
    Items Your Annual Retirement Plan Review May Be Missing

    As a plan sponsor, you are no stranger to the annual retirement plan review. Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to evaluate the health of your plan. Many times, the focus of an annual review has to do with investments and fund line-ups; and  Read more ➝

  • Apr 2 2018
    Infographic: Retirement Plan Review Questionnaire

    Your annual retirement plan review has many different layers to it and presents the opportunity to evaluate the overall health of your plan. Download our free checklist to review key questions for fiduciary compliance, plan design, retirement readiness, fiduciary oversight, service provider due diligence, and investment due diligence.   To access our Infographics page where  Read more ➝