https://www.youtube.com/watch?v=JeUWLza-u0k Summary Join Angela Johnson as she answers 5 Common Questions about Working with Worthen Financial Advisors. She’ll discuss: Our experience in the industry, The services we provide, What it’s like to
https://youtu.be/lKS0-Kv31jc Summary In this video, Angela and Anthony present the Worthen Financial Blueprint, a comprehensive eight-step guide to achieving financial clarity and living happily ever after. They cleverly compare each step to
Introduction: In the world of personal finance, there’s a group of individuals who have the potential for financial greatness but have yet to reach their full wealth potential. Alternatively, this same group
By Daniel Campbell, CFA For reality TV fans, one might argue that the private equity world truly took off last year: celebrity Kim Kardashian launched her own private equity firm. As these
By Alex Kluesner It’s a fair question to ask ourselves: should my portfolio be exposed to foreign companies? The answer is nuanced and investor-specific, but ultimately, yes. Buckingham’s Investment Policy Committee (IPC)
By Jared Kizer, CFA When it comes to portfolio diversification, the main purpose of fixed income, or bonds, is to protect the wealth you’ve worked hard to accumulate. While stocks provide greater
By Angela Johnson, CFP® In fiscal year 2021, the IRS processed more than 261 million Federal tax returns and supplemental documents and issued just over $1 trillion in refunds to individuals. That’s
We all know the joke about death and taxes. While paying taxes is unavoidable, there are ways to make the process a little less painful. In this workshop we will evaluate and
By Daniel Campbell, CFA Despite a hopeful start, 2022 turned out to be a tumultuous year for financial markets. Last January, the Federal Reserve’s benchmark rate was near zero, mortgages were just over 3% and the 10-year Treasury was yielding a mere 1.5%. Stock markets had returned from their 2020 lows, and although the
By Daniel Campbell, CFA For the first time in over 50 years, both stocks and high-quality bonds were down in 2022. The last time this happened was 1969, and the story is eerily similar to what we just
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