Financial News
Financial Planning
WJ Rossi Expert Insights on WCJB TV-20 News
North Florida local news station, WCJB TV-20, interviewed Partner WJ Rossi for his insights on the Coronavirus and the financial impacts. To watch the interview click here.
Read MoreFebruary 2020 Market Review
To download the February 2020 market review click here.
Read MoreSocially Responsible Investing: Aligning Your Money With Your Values
Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets reached $12 trillion in 2018, 38% more than in 2016. SRI investments now account for about one-fourth of all professionally managed U.S. assets. 1 Surveys…
Read MoreJanuary 2020 Market Review
To download the January 2020 market review please click here.
Read MoreHindsight Is 2020: What Will You Do Differently This Year?
According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with savings: 27% didn’t start saving for retirement soon enough, 19% didn’t contribute enough to an emergency fund, and 10% wish they had saved more for college.1 The saving conundrum…
Read More2019 Annual Market Review
To download the 2019 annual market review click here.
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