Don’t Fear Missing Out

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As Fahad Hasan explains, smart investment decisions are based on a company's current data and future outlook. Even though opinions may differ about when or what company to invest in, the right way to invest is to take all that information into consideration and make an educated decision. Following the crowd in a "FOMO" frenzy [...]

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A Partner Like WealthEdge®

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Business owners know that there's a LOT that goes into successfully running a business. As client Phil Tidbury explains, having a true financial partner, like WealthEdge®, is essential to his success. Knowing that WealthEdge® is there to proactively offer advice, implement financial plans and handle his unique tax situation, Phil can focus his energies on [...]

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2020

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2020 - and what a year it was! Through elections, pandemics, lockdowns and PPP loans , WealthEdge® was proud to be able to proactively help our many clients through this tumultuous year. Our tax and accounting team prepared over 50 PPP loan applications, securing over $5.8 million in much needed small business funds. They have [...]

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Tax Credit vs. Tax Deduction

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The right words matter – through any mode of communication, using the right words can help you convey a feeling, ask the right question or make a detailed plan. The financial industry is riddled with confusing jargon that can impede the essential communication between you and your financial advisors. In our continuing campaign, WealthEdge® will [...]

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Words from our “Sophomore Class”

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Here are a few heartfelt words from our “Sophomore Class” explaining how client-centered communication and unparalleled customer service are the keys to what sets WealthEdge® apart. We hold ourselves to a higher standard and we continue to “make the grade” every day.

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What Binds Us Together, Sets Us Apart

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We sat down for a conversation with Patricia Zapata to discuss her role as the Accounting Manager who ensures that the staff strictly adheres to the unique processes and procedures of WealthEdge®.

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Connecting the Dots with the Stock Market’s Disconnect

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Throughout this pandemic, the stock market, at times, may seem to deviate from reality.  At a time where businesses are closed, unemployment is at record highs, and vaccines are still in the future, the stock market has reflected an optimism that few share.  So, who’s crazy - you or the stock market?  Believe it or [...]

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WealthEdge® Conversations: Bhav Basnet

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During this time, our team has had the opportunity to be reminded of their confidence in working at WealthEdge®. With the chance to have a conversation with our Tax Manager, Bhav Basnet, we thought it was important for him to explain his perspective on the topic.

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How Dr. Suess Relates To Our World

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Stan Kagan, Director of Taxation for WealthEdge® discusses a Dr. Suess quote he stumbled upon while homeschooling his children.

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The Value Of A True Financial Partner

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Stan Kagan, Director of Taxation for WealthEdge® discusses the value of a true financial partner in a recent phone call interview.

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