“The ups and downs of the market can seem tumultuous but historically the market has shown that over the long term it is a powerful means for creating wealth.” Ken Frost, CFA, CIOClick here for the WFA San Diego newsletter on: Market Recoveries.Please feel free [...]
WFA San Diego’s Chief Investment Officer, Ken Frost, CFA recently shared his views on the economy – Where we currently stand and where we are heading. As always, please do not hesitate to reach out to your WFA San Diego Financial Advisor with any questions [...]
To navigate these unprecedented times, many of us are working remotely or have had to make changes to our daily lives. WFA San Diego has asked LANSolutions, our IT partner, to share some guidelines to help us combat possible cyber security threats. By Jeff Spate, Senior [...]
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a far-reaching bill with over 1,000 pages of text that detail the funding, loans, and tax provisions designed to provide economic relief to all Americans.The CARES Act also includes changes that will directly impact [...]
Charlotte-based Zermatt Holdings acquires San Diego-based RIA, announces presence in Southern California MarketCharlotte-based Zermatt Holdings announces the acquisition of San Diego-based WFA Wealth Managers. This acquisition serves as Zermatt’s founding Southern California presence, as the holding company soars past $1B AUA.WFA brings more than 100 [...]
In case you missed Part I of our Four Part Mini-Series here is the audio of Ken’s talk. Click on the link below to start.Ken Frost: Diversification and What This Means for Your Portfolio.
Dear Clients, With the recent legislative changes we wanted to keep you well informed. Please feel free to contact us should you have any questions.SECURE Act Key PointsHappy New Year! 2019 was a fantastic year here at WFA, for both the stock and bond markets and [...]
If you are not currently receiving Social Security benefits, WFA Wealth Managers is pleased to assist you in developing an optimized claiming strategy. All we need to get started is a copy of your personal “Social Security Statement” (if you are married, we need your spouse’s statement [...]