Dollars & Sensibilities

Making an impact in the world with your money is no longer limited to giving to your favorite charity. ESG investing allows investors to make an impact, and a return on their dollar, by adding socially and environmentally conscious companies to their portfolio. This week Andrew and Bill discuss how you can take advantage of impact investing!

How often? How much? When it's bad? When it's good? These are the questions we hear most often when asked about changing an investment strategy. This week Andrew and Bill discuss how to approach rebalancing your portfolio and the tips to make you most successful.

Once you have found the right investments you need to make sure they are in the right accounts. Tune in this week as Bill and Andrew discuss the asset location and the three main account types to get the most out of your investment strategy.

When most people make large purchase they ask themselves “What can I afford?” instead of “What is the best financial decision?”. This week Bill and Andrew discuss the trap many people find themselves in when buying the payment.

For many Americans buying a home is the most significant financial decision we will make. Join Bill and Andrew as they discuss the process and most important considerations when buying your home… or is it a house?

Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states were we are currently doing business.

There have never been as many small businesses in America as there are today. Today Andrew and Bill discuss the lifestyles of different entrepreneurs and what it takes to make the leap from a solo practitioner to a CEO of a business that is larger than one person.

Back of the napkin financial planning is no substitute for the real thing, but it can serve as a benchmark to see if you’re on the right path! This week Bill and Andrew explain the 4% rule and how everyone can use this simple trick to check in on their retirement savings goal.

Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states were we are currently doing business.

Retirement planning is all about maximizing your savings and tax benefits. This week Andrew and Bill discuss how a Backdoor Roth IRA can benefit retirement savers and how Peter Thiel put $5 Billion dollars into his ROTH IRA .

Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states were we are currently doing business.

Compound interest is the number one shortcut to creating wealth. This week join Bill and Andrew as they teach you “The Rule of 72” or as they like to call it… back of the napkin financial planning.

Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states were we are currently doing business.

Generational wealth is wealth that lasts beyond your lifetime and impacts the future generations of your family.  Today Andrew and Bill discuss how parents and families can teach the next generation to learn the principles, habits and characteristics of good money skills.

Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states were we are currently doing business.