• June 2021 Anniversaries

    By westernadmin | Monday, May 31, 2021

    Anniversaries are important to us at WIS, this month we're featuring Linda Brosche, Director Account Services.  The celebration of anniversaries gives us an opportunity to remember why we are all here, (more…)

  • Special Rules for Spouse IRA Beneficiaries

    By westernadmin | Thursday, May 27, 2021

    The SECURE Act may have upended the rules for inherited IRAs, but the rules for spouse beneficiaries remain as advantageous as ever. (more…)

  • Northeast Regional Meeting – Tue, 6/8

    By westernadmin | Tuesday, May 25, 2021

    Please join Brian Nelson, Head of Practice Management, your peers and several industry thought leaders for this interactive virtual meeting (more…)

  • Cybersecurity Tech Hangout – Wed, 5/26

    By westernadmin | Tuesday, May 25, 2021

    Join us on this week's tech podcast where Rinaldo and Jay will be going over how to recognize phishing emails as well as analyzing (more…)

  • Inside WIS: 2021 Survey Message from Don Biz

    By Don Bizub | Tuesday, May 25, 2021

    The 2021 Advisor Satisfaction Survey closes this Friday, May 28. Complete it now and earn a chance to win a $300 American Express gift card! (more…)

  • WIS Holiday Schedule – Memorial Day

    By Andrew Kuo | Tuesday, May 25, 2021

    In observance of the Memorial Day holiday, WIS and all financial markets will be closed Monday, May 31, 2021. (more…)

  • Introducing WIS Blog Preferences!

    By westernadmin | Monday, May 17, 2021

    We are excited to announce that we are launching a new viewing preferences feature for the blog! You can now (more…)

  • No IRA Contributions After Death

    By westernadmin | Thursday, May 13, 2021

    As we inch toward the extended 2020 tax deadline of May 17, many filers are still laboring over their returns. Some are completing the final return (more…)

  • WIS Advisor John Reagan’s First Day!

    By westernadmin | Thursday, May 13, 2021

    Having recently joined WIS, registered rep John Reagan of Reagan Wealth Management snapped a selfie on his first day at (more…)

  • IRA Rumors and Conspiracy Theories

    By westernadmin | Tuesday, May 11, 2021

    With all the recent changes to IRAs under the SECURE Act [i.e., required minimum distribution (RMD) age raised to 72, new rules for (more…)

  • Important Information: Moody National REIT

    By westernadmin | Monday, May 10, 2021

    Effective immediately and until further notice, Pershing has announced they will not provide asset valuation or facilitate incoming transfers (more…)

  • Happy Mother’s Day from WIS!

    By westernadmin | Friday, May 7, 2021

    WIS wishes all moms and moms-to-be a Happy Mother's Day weekend! As we honor moms and all their contributions to our lives (more…)