Conversations on August 26, 2020
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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Conversations on July 14, 2020
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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Conversations / Investments on June 24, 2020
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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Conversations on June 17, 2020
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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Conversations / Finance / Planning / Relationships / Tax / Wealth Management on May 27, 2020
Stan Kagan, Director of Taxation for WealthEdge® discusses a Dr. Suess quote he stumbled upon while homeschooling his children.
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Conversations / Finance / Planning / Relationships / Tax / Wealth Management on May 13, 2020
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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Throughout history, every generation has faced hardships that have called on them to make difficult decisions and hard choices. Whether it was world wars, stock market crashes, terrorist attacks or pandemics, each generation took these challenges and became stronger by learning that sacrifice is not a punishment, but an opportunity. COVID-19 has impacted ALL aspects [...]
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News on April 8, 2020
On any flight, there can be turbulence. And a veteran pilot will know how to navigate a course that can safely get everyone to their destination. The flight might be rough at times, but it will land safely on the ground. These days are a lot like that flight. Things are extremely turbulent right now, but, [...]
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Retirement on February 20, 2020
The New SECURE Act will impact your retirement savings – mostly for the better Remember when your company would provide for your retirement in the form of a pension? Most people would say, NO. Nowadays, corporate pensions are a thing of the past. Most people have to provide for their retirement themselves. Even with generous [...]
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