⬤ 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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Wisdom Tables

As we write on this day where the market charges up another 100 points, we are only reminded of this

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Growth to All

  This month we don’t want to talk about the stock market directly, but indirectly, in a more fundamental way.

Read More

Ballast

  Over the past few years we’ve been periodically asked by clients why, if stock returns are so good, that

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Mind the Gap

As regards the stock market, at a time when everyone seems to be wondering ‘When will the other shoe drop?’,

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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

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

Wisdom Tables

As we write on this day where the market charges up another 100 points, we are only reminded of this reality; No one really knows

Read More »

Growth to All

  This month we don’t want to talk about the stock market directly, but indirectly, in a more fundamental way.  We want you to step

Read More »

Ballast

  Over the past few years we’ve been periodically asked by clients why, if stock returns are so good, that we don’t put even more

Read More »

Mind the Gap

As regards the stock market, at a time when everyone seems to be wondering ‘When will the other shoe drop?’, I want to add some

Read More »

Money on the Table

  If you have ever run a business, or responded to an RFP (Request for Proposal), one or both of two feelings is always felt

Read More »

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

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 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

Read More »

Growth to All

  This month we don’t want to talk about the stock market directly, but indirectly, in a more fundamental way.

Read More »

Ballast

  Over the past few years we’ve been periodically asked by clients why, if stock returns are so good, that

Read More »

Mind the Gap

As regards the stock market, at a time when everyone seems to be wondering ‘When will the other shoe drop?’,

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 »