• The Intimidator

    By westernadmin | Friday, February 26, 2021

    Meet "The Intimidator," named after Dale Earnhardt, Sr. She is the prized 2016 Corvette of Henderson, Nevada WIS advisor Shannon Powers. (more…)

  • SEI Webinar: The Years Ahead – Tue, 3/9

    By westernadmin | Thursday, February 25, 2021

    SEI Investments is hosting an exciting webinar with Capital Group on Tuesday, March 9 at 10 am PT. SEI’s Kevin Barr will moderate a panel (more…)

  • IT FAQ Tech Hangout – Thu, 2/25

    By westernadmin | Wednesday, February 24, 2021

    Join us tomorrow, Thursday, February 25 at 1:30 pm PT on our weekly tech podcast where we'll be answering the 10 most frequently asked (more…)

  • PCN: Annuity Business Just Got Easier

    By westernadmin | Wednesday, February 24, 2021

    Producers Choice Network is excited to launch its brand new annuity e-application platform, Annuity Express, powered by Firelight! (more…)

  • Strictly Bizness

    By westernadmin | Monday, February 22, 2021

    This past year left long-lasting impressions on nearly everyone globally. It was a year whose history will long be debated and (more…)

  • A Goal-Oriented Pastime

    By westernadmin | Friday, February 19, 2021

    Many of you have attended the annual Lake Tahoe Symposium in Incline Village, Nevada. WIS advisor Peter Trummer lives in the (more…)

  • RMDs and Rollovers – A Dangerous Blend

    By westernadmin | Thursday, February 18, 2021

    It is early 2021 and two ingredients mix again: retirement money in motion, and required minimum distributions (RMDs). This may not (more…)

  • Rewatch the Riskalyze Advisor Forum

    By westernadmin | Wednesday, February 17, 2021

    Did you miss the Riskalyze + WIS Webinar or do you want to watch it again? You're in luck! (more…)

  • Four Unexplained Tax Code Mysteries

    By westernadmin | Tuesday, February 16, 2021

    The Internal Revenue Code is over 4,000 pages of often unintelligible tax jargon. So, it shouldn’t surprise anyone that (more…)

  • The Green Lizard

    By westernadmin | Friday, February 12, 2021

    For those who saw San Jose WIS rep Mark Larkin's holiday card, you might have noticed his Grinch-y green pickup truck and wondered (more…)

  • The Edge: January/February 2021

    By westernadmin | Thursday, February 11, 2021

    The new year is underway and with it comes a fresh start. In this issue of The Edge, with the theme 2021 – A New Beginning, (more…)

  • Advisory Services: Batch Performance Reporting

    By westernadmin | Wednesday, February 10, 2021

    As a business owner, it’s important to think of systems that help streamline your work while improving your clients’ experience. (more…)

  • RingCentral Tech Hangout – Wed, 2/10

    By westernadmin | Wednesday, February 10, 2021

    Learn about the newest addition to the WIS tech stack, RingCentral, and why it should be one of your work-from-home (WFH) tools! (more…)

  • WIS Welcomes Parker King

    By westernadmin | Tuesday, February 9, 2021

    Parker is a Wealth Manager in Grand Junction, CO. He initially went to college to play golf and started a path in management to be able to (more…)

  • After-Tax Roth Conversion: Trick Question?

    By westernadmin | Thursday, February 4, 2021

    Bob is 40 years old. He is a single tax filer, participates in a 401(k) at work, and makes a healthy annual salary of $160,000. (more…)

  • Gain/Loss Card with Black Diamond

    By westernadmin | Thursday, February 4, 2021

    As it gets close to tax season, clients often wonder what their non-retirement account’s taxable consequence will be. (more…)

  • WIS Welcomes Harper Zoe Kuo!

    By westernadmin | Wednesday, February 3, 2021

    Over the weekend our very own Andrew Kuo and family brought home an 8-week-old Maltese Poodle mix ("Maltipoo), whom (more…)