whyweplan blog
(866) 77-WEALTH

Financial Planning

Wesbury’s Monday Morning Outlook: “Continuity” At Fed, Not Best For Long-Term
Date: October 30, 2017
|
Posted by:

The short-short list for new Fed Chair includes Janet Yellen, Fed Governor Jerome Powell and Stanford economist John Taylor, the author of the “Taylor Rule.” Right now Jerome Powell – a former Wall Street executive at Dillon Reed – is the runaway favorite. Taylor and Yellen are a very distant second and third. The Trump […]

Wesbury’s Monday Morning Outlook: Can We Afford a Tax Cut?
Date: October 23, 2017
|
Posted by:

Congress took a big step last week toward enacting some sort of tax cuts and tax reform. That big step was the US Senate passing a budget resolution creating the room for ten years of tax cuts totaling $1.5 trillion with a simple majority vote. This procedure means there is no need to break a […]

Is It Trusted Investment Advice or an Advertisement?
Date: October 18, 2017
|
Posted by:

The media talk shows on financial news are many times paid advertisements promoting certain products. Talk to your financial advisor to get an unbiased opinion and direction.

Wesbury’s Monday Morning Outlook: GDP Growth Looking Good
Date: October 16, 2017
|
Posted by:

Next week, government statisticians will release the first estimate for third quarter real GDP growth. In spite of hurricanes, and continued negativity by conventional wisdom, we expect 2.8% growth. If we’re right about the third quarter, real GDP will be up 2.2% from a year ago, which is exactly equal to the growth rate since […]

Referrals are the highest compliment!
Date: October 11, 2017
|
Posted by:

Years ago we helped a firefighter with his retirement plan, and he told his friends and co-workers. We now work with 4 or 5 dozen of his current or former co-workers. That tells us they are happy with our services and they trust us. If you would like to have more confidence in your financial future, […]

Rogan & Associates: Competent and Honest
Date: September 27, 2017
|
Posted by:

With Rogan & Associates, you get honesty and competency. Half of the financial advisors working today have entered the workforce 2009 or later. Our 5 main advisors have over 100 yrs of financial planning experience. If you would like us to help you plan your future, give us a call at 727-712-3400.  

Why you should welcome Market Fluctuations
Date: September 14, 2017
|
Posted by:

Don’t you love buying things on sale? Watch our video on why you should feel the same way about market fluctuations.

Wesbury’s Monday Morning Outlook: Time To Drain The Fed Swamp
Date: September 12, 2017
|
Posted by:

The Panic of 2008 was damaging in more ways than people think. Yes, there were dramatic losses for investors and homeowners, but these markets have recovered. What hasn’t gone back to normal is the size and scope of Washington DC, especially the Federal Reserve. It’s time for that to change. D.C. institutions got away with […]

Media and Investing: What You Should Know
Date: September 7, 2017
|
Posted by:

The media says the stock market is due for a major correction. Is it? Watch our video on why you should not let the media affect your decisions when it comes to financial planning.

The ‘All Weather Portfolio’
Date: August 24, 2017
|
Posted by:

Have you been told you need an all weather porfolio? There is no such thing. Proper financial planning is designed specifically for you depending on your needs. Watch our video for more information.