Dollars & Sensibilities

This week Bill and Andrew keep Rolling with the Changes...but we dive even deeper into the 401K Rollover process.  What are your options?  What are the mistakes to avoid?  What the heck does Commingling mean?!  Listen for the answers to these questions and more in Episode 34: Keep on Rollin!

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.

Money touches all areas of our lives and relationships are no exception! Learning how to navigate the topic of finances can make or break your relationship with your significant other. This week, Andrew and Bill look at the research to see where couples get it right and wrong...and what to do about it!

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.

401k’s are popular retirement savings accounts for individuals employed by a company. The question becomes: what to do when you leave that company? This week Bill and Andrew discuss your rollover options and things everyone should ask when confronted with the question: "to roll or not to roll?"

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.

We spend nearly one third of our lives working.  Career choices have a profound impact on our wealth and wellbeing. This week Andrew and Bill discuss how to evaluate your next career move.

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.

Ever feel like you’re the only one not at the party? In this week’s episode, Bill and Andrew talk about the questions you should be asking when the investment FOMO sets in.

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.

Have you ever felt like you had the hot hand and couldn’t lose? Whether in the investment markets, housing market or craps table, mindset and perspective is everything.  In this episode Bill and Andrew discuss Kenny Rogers’ “The Gambler” and the mistakes investors make by walking… or not walking away from the table.

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.

Fear and worry can waste investors’ time, energy and, most importantly, money! Too often we spend time focusing on things that either don’t matter or things with which we have limited control. This week Andrew and Bill discuss some of the areas that can paralyze even the most savvy investor!

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.

Have you ever uttered the phrase “Time is Money”? This week Andrew and Bill breakdown the difference of time and money, compare their value and reveal where that famous phrase actually came from.

Playing the comparison game is natural for most people. We compare our cars, houses, haircuts, clothes and yes, our INVESTMENTS! Listen in this week as Bill and Andrew talked about the common ways people compare themselves and the pitfalls to avoid.

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.

Every investor is looking for an edge and while it’s hard to know what the “next big thing” will be, this week Andrew and Bill discuss the 5 investments every investor must make.

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.