• Are you up for the challenge?

    By Dave Bibo | Friday, October 29, 2021

    My wife has been a middle school teacher for 20 years, so she sees firsthand kids who come to school hungry each day of the week. (more…)

  • WIS Welcomes Julie Egan

    By westernadmin | Thursday, October 21, 2021

    Julie Egan recently started training as a part-time assistant to WIS financial professional Patrick Egan, her uncle. Julie is the eldest (more…)

  • Spouse as IRA Beneficiary

    By The Slott Report | Wednesday, October 20, 2021

    When a married IRA owner dies, the surviving spouse is oftentimes the beneficiary. Of course, there are instances where a (more…)

  • This Week: Email Signature Tech Hangout

    By Rinaldo Ritonga | Monday, October 11, 2021

    Join us this Thursday, October 14 at 1:30 pm PT as we chat with Sales Supervisor Bahram Sassani about how to set up your (more…)

  • Practice Management: Market Update

    By Brian Nelson | Friday, October 8, 2021

    As we enter the final quarter of 2021, the short- and medium-term outlook for equity and fixed income markets has changed. (more…)