By Glen E Wright II Fluctuations in the market, commonly called corrections, significantly impact investment decisions. Adopting a strategic approach enables you to realign their financial plans effectively during these times. Embracing market variability requires resilience and finding avenues for seizing emerging opportunities with astute strategies. Understanding the impact of these fluctuations on your investment […]
Adjusting Your Financial Plan Read More »
BY: Glenn E Wright II In previous posts, we talked, listed, and shouted about the benefits of investing. Maybe you’ve read our blogs about why people who begin early have an extensive advantage over those who wait, or why dollar-cost averaging makes sense for the person who (adeptly) is looking toward long-term gains. However, you
When Is It Time To Begin Investing? Read More »
By: Glen E Wright II Whether you work with us or follow our blog, you may hear us reiterate specific themes. For instance, the professionals at Worth Advisors, LLC believe that financial management is for everyone regardless of their economic position or perceived status. Another one of our core messages is that you should stop
Fundamentals of Dollar-Cost Averaging Read More »
BY: Glen E. Wright When we refer to something as being a “liability,” we are speaking about owing money to another person or party. They stand in stark contrast to “assets” because assets are things you own that can be used for financial gain. For example, your mortgage is a liability, whereas the money you
Taxes Are Your Biggest Liability Read More »
BY: Glen E Wright Do you know why you are blessed with the things you have? Is it so that you can boast and live a comfortable life of convenience? No, we are called to be a blessing to the nations; essentially ambassadors for Jesus. We are called to be distributors of God’s wealth. We
A Blessing Beyond Our Lifetime Read More »
By: Glen E. Wright, II Affordable education used to be an accessible rung on the ladder that led to economic success and upward mobility. However, “affordable education” is a paradox in the new millennium. On average, a high school diploma guarantees nothing more than the promise of a mediocre life marked by a low-paying job
BY: Glen E Wright, II The concept of Dollars + Change = Sense comes with nearly 30 years of combined experience in advising, consulting, counseling, and coaching. During this timeframe, we have worked with clients that were not willing to follow the recommendations we presented based upon their needs and overall goals. Just as some
Top 5 Reasons Change Is A Challenge Read More »
BY: Glen E. Wright, II Many times, we hear that the market trades up 40 points or down 40 points on any given day. These comments reflect the importance of the overall stock market in determining the price behavior of individual stocks or bonds. Some experts feel that this is the key and major factor
Wealth Management: Learn the Lingo Read More »
By: Glen E. Wright, II For working people, retirement is the final stretch, the milestone that signifies a time to relax and reap the benefits of decades of hard work. Though retirement is indeed a time to relax, having a successful retirement takes planning and dedication, both before and during your golden years. In order
The Golden Years: Staying Mentally and Physically Fit During Retirement Read More »
BY: Glen E. Wright, II, CFP ®, AIF ® CEO, Worth Advisors The start of a new year is a great time to do a financial checkup! Just before you prepare for the tax season, do some personal due diligence by completing an assessment of the people who counsel you. Anyone that you trust for financial
Financial Tips for a New Year Read More »
