• June 2020 Anniversaries

    By westernadmin | Sunday, May 31, 2020

    Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)

  • Atria Advisor Forum – Thu, 5/28

    By westernadmin | Wednesday, May 27, 2020

    Please join an introductory Zoom call with Atria Wealth Solution’s leadership team. (more…)

  • Cost Basis vs. Performance Reporting

    By westernadmin | Tuesday, May 26, 2020

    Many people view cost basis and performance as like metrics. In reality, these metrics tell two different stories. Clients often ask (more…)

  • 10 Streaming Shows to Watch During Quarantine

    By westernadmin | Wednesday, May 20, 2020

    Last week we we asked the WIS Team to name the best Streaming Shows (YouTube included) to watch during lockdown and where to stream them. (more…)

  • Triton Pacific Advisor Forum – Thu, 5/21

    By westernadmin | Monday, May 18, 2020

    Triton Pacific is a Los Angeles, CA based private equity firm founded in 2001 and is the sponsor of Tasty Brands, LP, a tax-advantaged (more…)

  • CIM Group Advisor Forum – Thu, 5/14

    By westernadmin | Monday, May 11, 2020

    Are your clients concerned about retirement income? CMCT Preferred Stock is eligible for taxable or qualified accounts and fee-based (more…)

  • Best Wishes to Naomi Rominski!

    By westernadmin | Thursday, May 7, 2020

    We bid a fond farewell to Naomi Rominski, who joined WIS in 2011 as assistant to Denver-based WIS advisor Peter Steege. Tomorrow (more…)

  • WISDOM: Work from Home

    By westernadmin | Thursday, May 7, 2020

    As cases of COVID-19 began to appear in the state of California, enabling the WIS team to work from home in order to prevent (more…)

  • Fidelity Revised Forms – Begin Using Immediately

    By westernadmin | Tuesday, May 5, 2020

    Fidelity has revised the following forms. Please begin using the new version immediately. Previous versions will not be accepted after May 31, 2020. New versions are dated November 2019. (more…)

  • 4 CARES Act Misconceptions

    By westernadmin | Friday, May 1, 2020

    The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act), signed into law on March 27, includes several important (more…)