Guardian Wells FinancialBlog

We help individuals and families pursue their ideal retirements.

Tax Tips and Updates for the 2019 Filing Season

January 14, 2020

As we enter a new year, it’s time to start thinking about smart tax moves to help minimize what you’ll owe Uncle Sam on April 15, 2020. Given the fact…

Non-Cyclical Stocks and Their Relationship to the Economy

January 1, 2020

Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and…

Tax Updates and Reminders

December 10, 2019

As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts, such as an IRA…

Pharmaceutical Roundup: Lawsuits, Legislation and Growth Opportunities

December 3, 2019

Drug manufacturers and distributors have been in the news lately. Here’s a roundup of some of the biggest headlines: The Opioid Crisis In October of this year, three of the…

Retirement Planning During Changing Times

November 26, 2019

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history. In 1960, the average woman gave birth…

Year-End Tax Considerations

November 19, 2019

Now that we’re in the fourth quarter, it’s time to think about what you can do to help minimize your liabilities for the 2019 tax season and position finances for…

Medicare Update

November 12, 2019

Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word “entitlement” has come to have a connotation with welfare programs. The…

The Economics of Immigration

November 5, 2019

The Wharton School of Business at the University of Pennsylvania has conducted extensive studies on the effects of immigration on America’s economy. In light of heightened policy debates in the…

Can Your Portfolio Weather an Economic Storm?

October 18, 2019

Let’s talk a little about famous last words. On Nov. 8, 2007, then-Federal Reserve Chairman Ben Bernanke told lawmakers that the U.S. economy did not appear headed for recession. One…

What’s New in Indexing?

October 7, 2019

Index mutual funds are investment vehicles comprising stocks from a wide variety of companies and track the performance of a specific index, such as the Dow Jones Industrial Average. Investors…

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