
Mid-Year 2016: An Investment Reality Check
Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global
*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.
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.
Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global
Many plan sponsors mistakenly believe that they are not required to offer the retirement plan to part-time employees. Regardless of
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a
Since the inception of markets, there have been particular investments that garnered the attention of investors above all others. In
The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been
“Very interesting”, is how the Chinese would surmise the market activity over the last 2 weeks. Given that markets have
Two things are on our mind this month, but in the end they together make a common theme that
We provide financial education and mentoring — because an informed client is our best client. We offer webinars and informational
At Wellspring Financial Partners ®, we want you to invest and take financial control over your life. Our Advisors take
Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts–all of these factors have contributed
Many plan sponsors mistakenly believe that they are not required to offer the retirement plan to part-time employees. Regardless of what type of retirement plan
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This
Since the inception of markets, there have been particular investments that garnered the attention of investors above all others. In the 1600s it was the
The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been filled with the various musings
“Very interesting”, is how the Chinese would surmise the market activity over the last 2 weeks. Given that markets have been down roughly 1,000[i] points
Two things are on our mind this month, but in the end they together make a common theme that we think you’ll both appreciate
We provide financial education and mentoring — because an informed client is our best client. We offer webinars and informational sessions that cover such topics
At Wellspring Financial Partners ®, we want you to invest and take financial control over your life. Our Advisors take the time to truly get
In my meetings with you or in my communications to you, I commonly stress financial education; I WANT you to know what is
Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global
Many plan sponsors mistakenly believe that they are not required to offer the retirement plan to part-time employees. Regardless of
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a
Since the inception of markets, there have been particular investments that garnered the attention of investors above all others. In
The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been
“Very interesting”, is how the Chinese would surmise the market activity over the last 2 weeks. Given that markets have
Two things are on our mind this month, but in the end they together make a common theme that
We provide financial education and mentoring — because an informed client is our best client. We offer webinars and informational
At Wellspring Financial Partners ®, we want you to invest and take financial control over your life. Our Advisors take
In my meetings with you or in my communications to you, I commonly stress financial education; I WANT
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.
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Monday – Friday:
8:00am-4:30pm
520-327-1019
1-844-203-2402
contact@wellspringfp.com
wellspringfinancialpartners.com
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Salt Lake City, UT
Monday – Friday:
8:00am-4:30pm
1-844-203-2402
contact@wellspringfp.com
http://wellspringfin.wpenginepowered.com