Home >> Archive by category "General"

General

NOTE: Do not use Event or Events as a blog category!!

SEC.gov | Investor Alert: Automated Investment Tools

The Securities and Exchange Commission Office of Investor Education and Advocacy (OIEA) and the Financial Industry Regulatory Authority, Inc. (FINRA) issued an alert to provide investors with a general overview of automated investment tools. Click to read SEC alert here. Here at WellFit Financial, we don't have any opinion on the so called Robo Advisors. However, we do urge caution...buyer beware. What value do we...
Open Full Article

To Win at the Tax Game, Know the Rules – NY Times

Before you visit your tax preparer... Take a look at your 2013 Federal form 1040. The New York Times just published an interactive article that points out, line by line, the possible tax savings ideas that you should have used on your 2013 tax return. Did your tax preparer take advantage of these for you? At WellFit Financial, we are a CPA firm, but we don't prepare income tax returns. We DO offer you a second...
Open Full Article
Top