At Watson & Weldy our goal is to serve you as we would wish to be served, ensuring that we provide you with the very best customer service and the benefit of our collective experience and knowledge in the financial world. We value and hold you in the highest regard, and look forward to serving you for years to come.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Is your estate in order? This short quiz may help you assess your overall strategy.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Apps that help small business owners better manage and grow their business.
It's important to make sure your retirement strategy anticipates health-care expenses.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Here is a quick history of the Federal Reserve and an overview of what it does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Investors seeking world investments can choose between global and international funds. What's the difference?