wealth management services

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Josh Bentz

Josh Bentz

If you've been following the news the past several months, particularly the financial news, odds are you've heard the word "fiduciary" a few times. Specifically, the Department of Labor's Fiduciary Rule has been the subject of much press. As the client of an advisor, friend of an advisor, or simply someone who likes to keep up with the financial landscape, it is important for you to know what this rule means. But the rule is also complex and in a state of flux, so we'd like to share this update from our July newsletter, in which WealthPoint President Brent Walker outlines the DOL's Fiduciary Rule and how it may affect you:

Tuesday, 08 August 2017 13:25

Is Your Password Actually Secure?

Here at WealthPoint, while we do talk about financial planning topics quite a bit, that's not the only thing on our minds. For example, I also think about food, golf, Purdue basketball, how well this squirrel is balancing itself on the tiny tree branch outside my office window…but I digress. Today’s blog isn’t about any of that, but it is about something that comes up quite often in conversations around our office and with clients: cybersecurity. As you probably know, cybersecurity can seem abstract, complex, and difficult to manage. But there's at least one thing you can do that's simple and can prevent a lot of headaches: improve your passwords.
Wednesday, 29 March 2017 13:17

Year-Round Tax Planning Tips

Tax season is upon us, and for many people, that means taxes are top of mind. This makes sense for many reasons: you’ve been getting tax documents in the mail, coordinating with your accountant or inputting data into your tax software, and so on. That’s all important, but the reality is tax planning occurs throughout the year, not just when you file your tax return! Here are some things to consider from a financial planning perspective that may save you some stress (and money) this year.
Wednesday, 18 January 2017 15:40

How To Handle Stock Market Highs

If you follow investing much, you may have heard some talk recently about the US stock market reaching all-time highs. This is true; as I write this the Dow Jones Industrial Average recently crossed the 20,000 mark for the first time ever, along with new high marks for the S&P 500, the NASDAQ, and various other US stock indices that measure market performance. This seems like a good thing, and probably is for those of you invested in US stocks who have seen some nice growth lately. However, along with these record highs comes plenty of doubt and fear. Are stocks too expensive? Are we due for a correction or market decline? Should I get out while the getting's good?

Monday, 05 December 2016 14:35

Behind the CFP® Designation

"Why am I doing this?" This question crossed my mind more than a few times recently as I detached myself from the real world for hours (days? months?) at a time to study for my CFP® (Certified Financial Planner) Certification Exam. I studied after work until I fell asleep, I studied while I ate lunch, I turned down plans with my friends. I knew it was important for me to get this certification, but why?

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