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Friday, March 3, 2017

Divorce- Picking Up the Pieces-5 Key Things to Do Right Away Whether relieved, exuberant, sad, overwhelmed or just simply happy it’s over, post-divorce living holds more than its share of varied, conflicting emotions. From a...

 

Friday, March 3, 2017

Investing at the intersection of head and heart, socially responsible Investing (SRI) has come a long way over the last few years.

 

Tuesday, June 21, 2016

Often touted as a defining characteristic of the Millennial Generation, Americans these days are shifting from job to job at a staggering rate. In 2014, the Bureau of Labor Statistics reported that the typical US worker stayed on the...

 

Thursday, June 9, 2016

Our role as wealth managers goes beyond providing advice, asset management, and retirement planning. An integral part of our job lies in our commitment and responsibility to our clients, which involves their experience working with our...

 

Thursday, May 12, 2016

As we recover from the end of tax season, mutual fund investors may have been surprised to face what many call a “double whammy” — paying capital gains taxes on investments in mutual funds that incurred losses in 2015...

 

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Wednesday, April 13, 2016

Running a wealth management firm differs from most other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Simply put, we run on referrals, and we are grateful for them. These generous...

 

Tuesday, April 5, 2016

As we discussed in our post Cyber Fraud and Kids, cyber security and the threat of fraud is increasing in our modern world. When even our children are being targeted, no one is safe. Unfortunately, cyber fraud is something we all have...

 

Thursday, March 10, 2016

Have you considered starting a Health Savings Account? In 2003, the government established Health Savings Accounts (HSAs) as a way for people covered under high-deductible health plans (HDHPs) to get special tax treatment towards...

 

Tuesday, March 8, 2016

As parents, we are protective of our children. We tell them to look both ways before crossing the road, not to talk to strangers, and not to play with knives. However, in spite of the best intentions, most parents are still leaving...

 

Monday, February 15, 2016

Wealth & Pension Services Group, Inc. based in Atlanta, GA, has brought on two new team members, Joe Clagg and Dustin Mendenhall, both of whom will open the firm’s first office location in Indianapolis. “We are pleased Joe...

 

Wednesday, February 3, 2016

At a young age, I learned firsthand the power of money — not what a paycheck could provide, but the stress financial difficulties can create. When I was 10 years old, my father unexpectedly died at the young age of 43 and my...

 

Thursday, January 21, 2016

The month of January has been awful on Wall Street, with the S&P 500 posting its worst year-opening week in history by losing 6%, followed by daily ups and downs. Global stock markets lost $2.3 trillion the first week of the year,...

 

Wednesday, January 20, 2016

As you read on our blog last October, the last-minute budget and debt ceiling deal that the House and Senate passed will make significant changes to Social Security benefits. In an effort to decrease spending, Section 831 of the new...

 

Thursday, January 7, 2016

As another eventful year has come to an end, the global markets remain volatile and face many headwinds. During the quarter, developed market stocks rebounded sharply (from an awful 3rd quarter), bonds were mixed, and commodities struggled.

 

Wednesday, December 2, 2015

Traditionally, investors have had two options when investing in stocks and bonds - buy a passive index or choose an active manager. These limited options require investors to make bold assumptions about the markets.

 

Friday, November 13, 2015

Over the last few years, the outlook of the Chinese economy has become a hotly debated topic. Many experts suggest the Chinese economy is stalling and a hard landing is imminent.

 

Thursday, October 29, 2015

A new congressional budget agreement just announced will effectively end two key social security claiming strategies available to couples.

 

Friday, October 16, 2015

Wealth and Pension Services Group is proud to announce that five of its wealth managers have been selected to receive the Five Star Wealth Manager of the Year Award. The five WPSGI investment managers are William “Bill" Kring,...

 

Tuesday, June 2, 2015

Jane Nowak, CFP® was quoted in Financial Advisor Magazine: "Real Estate's New Rules" Click here to view the article on Financial-Planning.com About Wealth & Pension Services Group, Inc. Wealth & Pension Services is registered...

 

Thursday, May 7, 2015

Jane Nowak, CFP® was quoted on Bloomberg.com: "Having Kids Late can Tangle up Your Finances - How to deal with the financial complication of late parenthood" Click here to view the article on Bloomberg.com. About Wealth & Pension...

 

Thursday, May 7, 2015

There is great financial news when it comes to providing for a disabled child. Effective January 1, 2015, 529A (ABLE) accounts have been made available for children with disabilities or special needs.

 

Monday, February 23, 2015

Matt B. Bailey, CFA, CMT head Portfolio Manager at Wealth & Pension Services Group in Smyrna, GA has earned the prestigious Chartered Market Technician® (CMT®) designation. The Market Technicians Association (MTA) was...

 

Friday, February 13, 2015

Wealth and Pension Services Group Inc. (WPSGI), headquartered in Vinings, Georgia, is proud to announce that Jerold M. Sniderman has earned the Qualified Plan Financial Consultant (QPFC) designation from the National Association of...

 

Tuesday, November 18, 2014

Wealth & Pension Services Group (WPSGI), headquartered in Atlanta, GA, is pleased to announce that its head portfolio manager, Matt Bailey, CFA has been featured in this month’s issue of Technically Speaking. “It was an...

 

Tuesday, October 28, 2014

Click on video to view Click here to donate to The ALS Association today About Wealth & Pension Services Group, Inc. Wealth & Pension Services is registered investment advisor specializing in financial planning and investment...

 

Wednesday, October 22, 2014

Wealth and Pension Services Group Inc. (WPSGI), headquartered in Vinings, Georgia, is proud to announce that four of its wealth managers have been named top investment managers in the prestigious 2014 Atlanta Magazine Five Star Wealth...

 

Wednesday, May 7, 2014

Wealth & Pension Services Group, Inc. based in Atlanta, GA, has brought on its first group member in Florida. Jim Larson II, Certified Fund Specialist, formerly a Vice President - Investments with The Mutual Fund Store, will head up...

 

Monday, March 10, 2014

Wealth & Pension Services Group, Inc., a registered investment advisory firm headquartered in Atlanta, GA, announces the latest advisor member to the company. Cory Colquette, based out of Chattanooga, TN, will lead the newest branch...

 

Wednesday, August 7, 2013

Matt B. Bailey, CFA, head Portfolio Manager at Wealth & Pension Services Group in Smyrna, GA has earned the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA charter, the most respected and recognized...

 

Thursday, March 14, 2013

Atlanta based investment advisory firm, Wealth & Pension Services Group, Inc. announces the merger of Trusted Wealth Management, Inc., a Georgia RIA serving clients since 2006. Todd Fields, president of Trusted Wealth Management will...

 

Friday, February 1, 2013

For all those who braved the Wednesday storms to attend our first 2013 educational seminar, thank you! We enjoyed catching up, eating great Maggiano's food, and discussing how the financial decisions you make today will help sustain...