Uncategorized on January 28, 2022
It seems hard to believe that another year has passed. 2021 was certainly another challenging year with the extension of the pandemic, changes in Washington and a tumultuous stock market. Our Financial Planning team was busy answering questions and calming nerves. With the start of a new administration in Washington DC, there were many proposed [...]
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Uncategorized on November 23, 2020
During the holiday season, we are often reminded how one person’s actions can affect so many. The greed and stinginess of Scrooge impacted all of London. The Grinch’s nastiness affected all of Whoville. But their redemption opened up endless possibilities showing just how important one person can be. This holiday season, our “Sophomore Class” discusses [...]
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Uncategorized on October 22, 2020
Jay Gerlitz, one of our Legacy clients, describes the difficult task of making some changes with his financial partners. He realized that when it comes to his financial life, “good enough” is not a lofty goal. Change is often difficult. It takes us out of our comfort zone. It implies a calculated risk. It shakes [...]
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Uncategorized on September 28, 2020
The right words matter - through any mode of communication, using the right words can help you convey a feeling, ask a 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. WealthEdge® would like to introduce our newest [...]
Read MoreUncategorized on December 11, 2019
To celebrate our unique diversification, the WealthEdge® Team decided to create a Recipe book for the Holiday Season. Each recipe helps to showcase our background, with personal recipes from our countries of origin. This Holiday Season, we hope you enjoy some of our favorite flavors of home. And from our home to yours, best wishes [...]
Read MoreUncategorized on October 30, 2019
As Thanksgiving approaches, we wanted to convey our gratitude to YOU, our clients. We are truly grateful to have the privilege to work with you and to help you attain your financial goals. But, more importantly, we are thankful that our relationship goes beyond that. We are so very grateful to share in your life’s [...]
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