⬤ USA Today
2023 Top 2% of Financial Advisory Firms in America!
usa today best financial advisory firms 2023 logo for wellspring financial

*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. 
In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.

● USA Today
2023 Best Financial Advisory Firms
usa today best financial advisory firms 2023 logo for wellspring financial

Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. 
In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.

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Truth Man Ship (It)

  We have yet another period of trauma in Washington, DC.  Forget about which cause, what legislation, it is now

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No Free Lunch

  We’d like to talk a little about interest rates and bond markets in this article.  The topic is misunderstood

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The Bad Bet Trifecta

  Let us briefly summarize the three most common sentiments that investors experience.  They manifest themselves in utterings like; With

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The Biggest Risk

  We’ve talked more recently about returns of the stock market (capitalism by any other name) and the mix with

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Discipline

  Last month we wrote about the five things a person needs to do to be fiscally successful.  This month

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Truth Man Ship (It)

  We have yet another period of trauma in Washington, DC.  Forget about which cause, what legislation, it is now becoming a sequel event and

Read More »

The Trouble with Skydiving

According to a new Nationwide Financial survey of potential investors with at least $100,000 in investible assets, 83% fear another financial crisis and 62% are

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No Free Lunch

  We’d like to talk a little about interest rates and bond markets in this article.  The topic is misunderstood by many and can be

Read More »

The Bad Bet Trifecta

  Let us briefly summarize the three most common sentiments that investors experience.  They manifest themselves in utterings like; With the world in such miserable

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The Price of Happiness

  We find our world an interesting place these days and want to give you two helpful perspectives in this communication.  One relates to the

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It’s Baseball Season

We do live in interesting times. Over the past two years, the voices yelling loudest in the markets had three common themes; Inflation is going

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The Biggest Risk

  We’ve talked more recently about returns of the stock market (capitalism by any other name) and the mix with them in your portfolio of

Read More »

Discipline

  Last month we wrote about the five things a person needs to do to be fiscally successful.  This month we just want to highlight

Read More »

No Free Lunch

  We’d like to talk a little about interest rates and bond markets in this article.  The topic is misunderstood

Read More »

The Bad Bet Trifecta

  Let us briefly summarize the three most common sentiments that investors experience.  They manifest themselves in utterings like; With

Read More »

Discipline

  Last month we wrote about the five things a person needs to do to be fiscally successful.  This month

Read More »