As the market for initial public offerings, or IPOs, seems to be heating up, the attached article from Morningstar is a great contrarian-minded, valuation-driven, and fundamentally-rooted perspective. Buy That Hot IPO Stock? Not Us, ThanksRead More
If you plan smart you can live wize.
At the WizdomOne Group we believe in the fundamentals of a common sense concept that unfortunately isn't common practice when working with most advisors. Your advisor should be your trusted advocate; one who works for you with an unbiased code of conduct, instead of working for the company whose products they represent.
Our innate philosophy is a to focus on you the client. We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.
Plan Smart. Live Wize
Great article about the interview Mark Cuban gave to Cheddar. Full Article HereRead More
Who you are and why you do what you do is far more important to your message than what you do or how you do it. Full Article HereRead More
The ETF Fee War Is No Laughing Matter. The relentless cost-cutting by issuers may appear self-defeating, but there’s a logical endgame. Full ArticleRead More
DFS Urges New Yorkers to Carefully Review Their Policies and All Information Provided by Their Insurer. Click Here to Read the Press Release ACTING DFS SUPERINTENDENT LACEWELL ISSUES CONSUMER ALERT REGARDING UNIVERSAL LIFE INSURANCE...Read More
Captive advisors essentially serve as “product advocates” for the firm, limited to the technology, products and platform approved by their firms. Whereas independent advisors serve as “client advocates,” with...Read More
Harvard's Feldstein Says Debt To Reach 100% Of GDP By End Of Decade Harvard University George F. Baker Professor of Economics Marty Feldstein discusses the U.S. debt and deficitRead More
Lawmakers look to make student loan benefits tax-free ! Read More Here.Read More
Regardless of which approach you take, health care will increasingly need to play a role in your advising strategy in 2019 and beyond. https://www.fa-mag.com/news/why-should-advisors-prioritize-health-care-42867.html?section=40Read More
IRS Publishes Final Guidance On The 20% Pass-Through Deduction: Putting It All Together https://www.forbes.com/sites/anthonynitti/2019/01/19/irs-publishes-final-guidance-on-the-20-pass-through-deduction-putting-it-all-together/#26861014d9f0Read More
Traditional U.S. business organizational structures reflect a belief that making a profit and having a positive impact are competing or even mutually exclusive goals. Historically, incorporated entities have been forced to choose one...Read More
If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving?Read More
Florida Isn't the Best Place to Retire (It's Actually #8) https://www.kiplinger.com/slideshow/retirement/T006-S001-all-50-states-ranked-for-retirement-2018/index.htmlRead More
The financial state of Social Security is worse than the government says it is, according to the Wharton School of Business at the University of Pennsylvania. https://www.fa-mag...Read More
Great article. "My heart is heavy after hearing that Anthony Bourdain, a man that inspired so many of us to eat better, travel well, and, in general, live life on our own terms, has left us. His impact resonates with millions of people...Read More
Do You Sometimes Feel Like You Are Working With the Wrong Financial Advisor ? You are not alone. Click Here to Read MoreRead More
Most 401(k) Participants Now Buy Only One Fund—But They're Better Diversified Than Ever ? Click HereRead More
Surprise! The IRS Objects to Tax-Saving Measures.Read More