We cover all aspects of your financial plan as well as give you a glimpse inside the personality of WFG.
Participants:· Colin Clark, Senior Vice President, Washington Financial Group, a division of HUB International· Jean Dunn, Vice President, Insights Leader, T. Rowe Price Thanks for listening to Washington Financial Group's Focused on You podcast. Connect with us at washfinancial.com. If you enjoy our show, we'd love for you to subscribe on iTunes or wherever you access your podcasts. Until next time!There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. No strategy assures success or protects against loss.Investing in stocks includes numerous specific risks including: the fluctuation of dividends, loss of principal and potential liquidity of the investment in a falling market.Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially liquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group and HUB International are not affiliated with LPL Financial.Global Retirement Partners, LPL Financial, Washington Financial Group and HUB International are not affiliated in any way with the services offered by Jean Dunn and T. Rowe Price.
Colin Clark talks with Jeff Hamblen about how he works with clients as they approach retirement.
Colin Clark discusses the current low interest rate environment with Jeff Hamblen. But first, Jeff starts the show with the story of how his love for the Washington Nationals became permanent...
In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford conclude their discussion about asset allocation. And, back by popular demand, the cutting room floor ends the show.
In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford continue their discussion about asset allocation. Listeners who stay to the bitter end will be rewarded...
In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford discuss asset allocation.
Jay Sanford & Elena Peerson discuss... nothing having to do with finances. If you like ramblings about movies and tv, this is the episode for you.
Jay Sanford provides a revised annual market outlook. Make sure to listen to the very end as those of you who do will get a nice chuckle...
Jay Sanford provides a market update to start the second quarter. Make sure to listen to the very end as those of you who do will get a nice chuckle...
Jay Sanford answers questions on the current state of the market.
In today’s episode, Jay Sanford, Jeff Hamblen, Mark Jensen and Curt Gupton discuss the importance of Goal Based Planning.
Join Jeff Hamblen with special guest Katie Carlone as they discuss Preparing for a New Life After Your Career.
Join Jay Sanford, Jeff Hamblen and Mark Jensen as they answer the question: Who is the funniest person at WFG?
Join Jay Sanford, Jeff Hamblen and Mark Jensen as they answer the question: What do we do with underperforming investments?
Join Jay Sanford, Jeff Hamblen and Mark Jensen as they answer the question: What does ESG stand for and how are we investing for it?
In today’s episode, we answer the question: How do we choose investments for the WFG Portfolios?