⬤ 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.

● 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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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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All That Jazz

  The New Year is here.  You have many things to do, and possibly a few resolutions to mull upon

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Insight Blindness

  When all the discussion these days is about the Presidential Election tomorrow, we find it apt to quote Andrew

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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 »

All That Jazz

  The New Year is here.  You have many things to do, and possibly a few resolutions to mull upon if not implement.  In that

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The Trouble with Cliffs

Though our goal is not to be political in these monthly communications, and politics will always exist, there really is no way to talk about

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Insight Blindness

  When all the discussion these days is about the Presidential Election tomorrow, we find it apt to quote Andrew Carnegie who said: “As I

Read More »

Discipline

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

Read More »