Dollars & Sensibilities

Looks can be deceiving, especially when looking at our stock watchlist. A screen filled with green and red numbers can lead to potentially false perceptions. This week Bill and Andrew discuss the facts and fallacies of reading your favorite stock page.  

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.

Making wise decisions on major budget items can have the largest impact on your overall wealth. These are typically housing, taxes and CARS! This week Andrew and Bill discuss how to approach the car buying decision, the costs you must consider and how to set an appropriate auto budget.

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.

A part of creating wealth is understanding your assets, liabilities and how to effectively LEVERAGE! A securities based line of credit can be an effective tool to help cash flow issues. This week Andrew and Bill discuss the features and uses of a securities based line of credit...the mighty SBL. 

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 all have core beliefs about money that drive our financial behaviors... these are your “Money Scripts”.  The awareness that there are unconscious beliefs driving decision making is the first step towards creating a healthy relationship with money. This week Andrew and Bill discuss to common scripts, the types of behavior associated with them and what you can do to rewrite your own Money Script! 

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.

Debt can cripple your financial house or be an accelerator to your wealth. This week Andrew and Bill discuss how it works and the considerations anyone should make when deciding to use 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.

Innovation and technology continue to revolutionize the world and can leave a lot of investors wondering “am I too early?" or "am I am too late?” This week Andrew and Bill discuss the perspectives you need to understand market cycles and how to make decisions to be successful! 

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.

Finance talking heads have discreetly inserted investing “catch phrases” into your vocabulary that may be hurting you! This week Andrew and Bill challenge these investment proverbs and help provide perspective on how to make sensible financial decisions. 

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.

Buying and Selling real estate can be a great way to build wealth and your portfolio, just make sure you follow the tips in today’s episode to maximize your results. Today Andrew and Bill discuss the process, players and philosophy involved in a 1031 exchange.

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.

This week Andrew and Bill walkthrough the events of 2020 month by month, highlight the stories that shaped the markets and our lives and present the key takeaways from a historic year.

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.

Navigating life’s financial decisions can be scary but the good news is you don’t have to do it alone! Today Andrew and Bill discuss what it looks like to work with a financial advisor and answer the questions that may have prevented you from calling one.

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.