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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Working Capital, Balance Sheets & Business Principles

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Time is an opportunity

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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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Getting To Your Destination Safely

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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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The New SECURE Act

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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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