Category: Financial Advisor
Oct
9
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WHO WILL INHERIT YOUR IRA?: Why Your Beneficiary Choices Matter More Than You May Think
An educational guide for IRA owners and their familiesBy Tim Waterworth, CFP® | Waterworth Wealth Advisors, LLC | Approximately a 10-minute read The Short Version...
Oct
9
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Who Get’s Your 401(k): A Five-Minute Beneficiary Check That Matters
A concise beneficiary guide for 401(k) plan participantsBy Tim Waterworth, CFP | Waterworth Wealth Advisors, LLC The Short Version You may spend decades building...
May
27
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Life After a Liquidity Event: The Personal and Financial Changes Business Owners Don’t Expect
THE RETIREMENT ACCOUNTLEGACY CHALLENGE What Really Changes After a Liquidity Event: The Personal Side of Sudden Wealth For many business owners, a liquidity event represents...
Jan
18
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2023 Market Commentary
Despite inflation remaining above the Fed’s 2.0% target, inflation trended lower in 2023, allowing the Fed to pause interest rate hikes since July. In December,...
Jan
12
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November Market Commentary
In November, both the stock and bond markets experienced a robust upswing, setting a positive tone for the upcoming year. After a decline in the...
Jan
12
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October Market Commentary
In October 2023, we observed a decline in the stock market for the third consecutive month. Major benchmark indexes saw a notable decrease in performance....
Oct
19
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Q3 Market Commentary
In September, the financial markets experienced some turbulence, affecting both stocks and bonds. Bond market yields started to rise, causing concerns in the stock market...
