H. William Wolfson, DC, FICC, MS, MPAS

Articles

How can an investor allocate their portfolio for the greatest return and minimize the related risk? The answer is it depends. 

When, What, and Who? - Know These Before Thinking of Investing

Saving for the long term is proactive and smart. However, certain questions need to be answered before you start.

Save for Your Retirement and Future â€¦ The Alternative is Unappealing

You likely recommend your patients get an annual physical to assess their health. If you want to achieve your long-term financial goals, make sure you also get an annual financial check-up.

Shoulda, Coulda, Woulda

Success is a journey. Having the proper accounting methods established early on in your career will make the journey more enjoyable, although never without challenges.

Use Simple Tools and Statistics to Track Income and Expenses 

Physicians and Certified Financial Planners take a similar approach to their client's well-being, be it physically or financially. Just as a doctor follows the oath to do no harm, so too must a financial planner.

How Patients and Portfolios May Be the Same

The "4% Rule" allowed financial professionals to make financial planning easier for individuals to understand and have a plan to follow during their retirement. However, in the financial scheme of things, 1994 was a very different time and place compared to the current financial realities of 2014.