What can Navy SEALs teach us about handling uncertainty?
Hi, I’m Jamie with Woodson Wealth Management, and I’m going to help you make better decisions when the world is uncertain.
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Cryptocurrency, COVID and Economic Uncertainty: Here’s Where Things Stand in Fall 2020
Bitcoin made its debut in 2009 and has grown exponentially since. As of mid-September, Bitcoin was valued at a little over $10,800 per coin.1 Cryptocurrency and the blockchain technology has continued to gain popularity over the past decade, and investors are still turning to this alternative market in 2020. As we continue experiencing a year of […]
How to avoid three of the worst behavioral mistakes investors can make
Hi, I’m Jamie Lima with Woodson Wealth Management, and I’m going to teach you how to avoid three of the worst behavioral mistakes investors can make.
First-Ever Wealth Tax Proposed in California: What California Residents Need to Know
As a Californian, you’re no stranger to high taxes. In fact, California comes in at number one for the country’s highest income tax – 13.3 percent.1 And if you’re a high earner, you could be subject to an even bigger tax hit soon with the country’s first proposed wealth tax.
Will the election tank the market? Here’s what you need to know!
Hi, I’m Jamie Lima with Woodson Wealth Management, and I’m here to help you stay level-headed — even in times of chaos. The 2020 election is coming up fast, and I’ve had worried folks ask me: Will it tank the market? In this video, I’ll give you three things to keep in mind so you […]
How Age Impacts Your Investment Decisions
Your mindset and goals continually evolve over time. At age 25, you might be focused on paying off student loans and saving up for your first home. Your career is just getting started, and post-work years are well into the future. At 50, however, you’re starting to imagine a time when the career hustle won’t […]
How to Maintain Resilience when Facing a (Financial) Crisis
Hi, I’m Jamie Lima with Woodson Wealth Management, and I’m here to give you the antidote to fear and uncertainty by taking action. One of the foundations of a solid financial plan is RESILIENCY, which is the ability to get through a crisis without derailing your future.
You’ll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?
The average annual healthcare expense per individual rises from roughly $2,000 for 19-year-olds to about $11,000 for retirees (age 65+).1 As Americans pay more for medical care, they often seek ways to save for emergencies. Health savings accounts (HSAs) and health reimbursement accounts (HRAs) can help.
You’ve Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress
Beginning in February and March 2020, America, Canada and Europe locked down cities, closed businesses and halted travel amidst the onset of COVID-19. Six months later, we’re still experiencing the pandemic’s global impact in our communities. A record number of people have applied for unemployment in America since March, and millions are still left […]
WWM In the News: Advisors Face Retirement Income Literacy Gaps Among Clients [WealthManagement.com]
Advisors often face gaps in financial literacy among clients, but the when it comes to retirement income, the blank stares can be particularly worrisome. Advisors say clients still too often don’t know what a sustainable monthly withdrawal rate is, and sometimes don’t know to think about the possibility of long-term care—putting the job of educating […]
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