Guardian Wells FinancialBlog

We help individuals and families pursue their ideal retirements.

Breaking Down the Recent Jargon of the Market

April 14, 2020

The Dow Jones Industrial Average (DJIA), the S&P 500 and the Nasdaq experienced quite a roller coaster ride in March. There are mixed opinions as to whether it was due…

Affordable Housing Crisis Challenges

April 7, 2020

There are several factors contributing to the current housing shortage in the U.S. For starters, low inventory of existing homes for sale has driven up the prices of available housing,…

The Future of Transportation

March 31, 2020

The United States is a very large, land-mass country. Yet, it offers few options in terms of coast-to-coast mass public transit, particularly compared to other developed countries. Europe’s countries tend…

Inheriting a 401(k) Plan

March 24, 2020

Within the scope of an investment portfolio, the commonplace 401(k) may seem to be a simplistic account. But it’s not, especially when it comes to estate and legacy planning. The…

Your Vote, Your Investment

March 17, 2020

Here’s some food for thought regarding the aftermath of Watergate: “The great paradox of one of the worst presidential scandals of the 20th century was that it forced candidates to…

The Coronavirus and Other Oddball Risks

March 10, 2020

One of the reasons investing never gets boring is because it is an ever-changing, never-sleeping industry that presents new opportunities — and new risks — every day. One of the…

Climate Change: A World of Opportunity

March 3, 2020

According to the National Oceanic and Atmospheric Administration, the amount of heat stored in the upper levels of the ocean reached an all-time high in 2019. This is a primary…

2020 Market Update: Reversal of Sentiment

February 25, 2020

After making a bunch of gloom-and-doom predictions about the markets in 2019, with fears of a pending recession, Wall Street money managers have a considerably more brightened outlook for 2020.…

Student Loan Debt Affects More Than Millennials

February 18, 2020

Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and,…

Assessing the Role of Government

February 4, 2020

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1 One issue in…

Financial Tips For 2020

January 28, 2020

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that…

Two Retirement Planning Approaches: Safety vs. Probability

January 21, 2020

According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power…

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