Blog | Wela Financial Advisory

A Guide to Tariffs & Market Emotions

April 3, 2025

Q1 2025 Update: Navigating Market Trends

March 12, 2025

Investment Newsletter: Reflecting & Seizing Opportunities

January 21, 2025

Transitioning to Retirement: Are You Ready for Takeoff?

January 9, 2025

Starting Strong: How to Set Financial Goals for 2025

January 2, 2025

Reflecting on Your 2024 Financial Year: Crucial Questions to Ponder

December 26, 2024

The Power of Compound Interest: 3 Key Thoughts

December 18, 2024

Building A Retirement You're Proud Of

December 4, 2024

December 2024, Financial Planning Newsletter: 10 Year-End Tax Strategies

December 4, 2024

Plan Ahead: The Power of a Holiday Sinking Fund

November 27, 2024

Essential Tips for Choosing the Right Employee Benefits

November 13, 2024

Planning for Health Care in Retirement: How to be prepared

November 7, 2024

The Importance of Setting Beneficiaries on All Accounts

October 30, 2024

3 Myths and 3 Truths: Elections and Markets

October 24, 2024

End Of Life Planning: Transferring your retirement wealth

October 16, 2024

Navigating Rate Cuts, Growth Opportunities, and Dividend Resurgence: October 2024, Investment Newsletter

October 9, 2024

The Power of Automating Your Savings

October 3, 2024

5 Essential Books for Basic Financial Literacy, Budgeting, and Planning

September 25, 2024

Fed Lowers Interest Rates: What It Means for You and the Economy

September 19, 2024

The Role of Inflation in Your Investment Strategy

September 12, 2024

Health Insurance Options Explained: Making Informed Choices

September 5, 2024

5 Common Tax Deductions You Might Be Missing

August 30, 2024

Mastering the Art of Budgeting for Financial Success

August 21, 2024

Maximizing Retirement Contributions: A Comprehensive Guide

August 15, 2024

Does it feel like the sky is falling and the market is melting down?

August 8, 2024

August Financial Planning Newsletter- College Planning Checklist

August 1, 2024

State of Texas Tax Considerations for Residents

July 31, 2024

Investment Newsletter-Wela Financial Advisory-July 2024

July 29, 2024

Do you know your 401(k) options?

July 24, 2024

The Power of Compounding: Building Wealth Over Time

July 17, 2024

Financial Planning Newsletter- Backdoor Roth Contributions and Roth Conversions

July 5, 2024

Understanding GDP and Its Impact on Your Finances

July 3, 2024

The True Cost of Higher Education: How to Plan Ahead

June 21, 2024

Managing Risk: Strategies for a Secure Financial Future

June 12, 2024

Financial Planning Newsletter- The Importance of Cash Management

June 4, 2024

The Impact of Tax Changes on Your Financial Future

May 16, 2024

Balancing Risk and Reward in Your Investment Portfolio

May 8, 2024

The Pros and Cons of Different "Savings" Accounts

May 3, 2024

Key Factors in Retirement Planning since the SECURE Act 2.0

April 25, 2024

Breaking Free of Debt: Debt Management Strategies

April 19, 2024

The Financial Impact of a Global Crisis: Lessons Learned

April 10, 2024

Adapting to Change: Resilience and Growth in Today's Investment Environment

April 1, 2024

Avoiding Common Estate Planning Mistakes

March 20, 2024

Teaching Money Skills Early: financial literacy for your children

March 6, 2024

Tax Planning: Tips to Reduce Your Tax Liability

February 28, 2024

Understanding Investment Strategies: Stocks v. Bonds

February 21, 2024

Building a Solid Emergency Fund: Why It Matters

February 14, 2024

Financial Planning Through Different Life Stages: A Roadmap

February 7, 2024

How Current Events Affect Your Financial Decisions

January 31, 2024

A Glimpse into 2024: Unpacking Market Dynamics

January 9, 2024

5 Strategies to Help Safeguard your Investments during Economic Uncertainty

December 20, 2023

Estate Planning Essentials: Crafting a Lasting Legacy

December 13, 2023

5 College Savings Strategies Every Parent Should Know

December 6, 2023

Protecting Your Future

November 29, 2023

Understanding Tax-Efficient Investing

November 22, 2023

Unlocking the Secrets to a Wealthy Retirement

November 15, 2023

5 Essential Tips for Effective Cash Management

November 8, 2023

Investing in a High-Yield World

September 27, 2023

Interest Rates and Inflation

June 12, 2023

Should you fear a prolonged recession?

March 15, 2023

EOY 2022 and Q1 2023 Update

January 6, 2023

Stay the course!

April 5, 2022

Russia Ukraine Conflict (audio included)

February 28, 2022

A challenging year ahead

January 5, 2022

Monitoring Inflation

October 11, 2021

Welcome Back!

July 5, 2021

Economy Stays Strong

April 5, 2021

A Millennial's Guide to Retirement Savings

2025 Mid-Year Financial Insights

Is Financial Planning Different for Medical Professionals?

A Guide to Tariffs & Market Emotions

Q1 2025 Update: Navigating Market Trends

Investment Newsletter: Reflecting & Seizing Opportunities

Transitioning to Retirement: Are You Ready for Takeoff?

Starting Strong: How to Set Financial Goals for 2025

Reflecting on Your 2024 Financial Year: Crucial Questions to Ponder

The Power of Compound Interest: 3 Key Thoughts

Building A Retirement You're Proud Of

December 2024, Financial Planning Newsletter: 10 Year-End Tax Strategies

Plan Ahead: The Power of a Holiday Sinking Fund

Essential Tips for Choosing the Right Employee Benefits

Planning for Health Care in Retirement: How to be prepared

The Importance of Setting Beneficiaries on All Accounts

3 Myths and 3 Truths: Elections and Markets

End Of Life Planning: Transferring your retirement wealth

Navigating Rate Cuts, Growth Opportunities, and Dividend Resurgence: October 2024, Investment Newsletter

The Power of Automating Your Savings

5 Essential Books for Basic Financial Literacy, Budgeting, and Planning

Fed Lowers Interest Rates: What It Means for You and the Economy

The Role of Inflation in Your Investment Strategy

Health Insurance Options Explained: Making Informed Choices

5 Common Tax Deductions You Might Be Missing

Mastering the Art of Budgeting for Financial Success

Maximizing Retirement Contributions: A Comprehensive Guide

Does it feel like the sky is falling and the market is melting down?

August Financial Planning Newsletter- College Planning Checklist

State of Texas Tax Considerations for Residents

Investment Newsletter-Wela Financial Advisory-July 2024

Do you know your 401(k) options?

The Power of Compounding: Building Wealth Over Time

Financial Planning Newsletter- Backdoor Roth Contributions and Roth Conversions

Understanding GDP and Its Impact on Your Finances

The True Cost of Higher Education: How to Plan Ahead

Managing Risk: Strategies for a Secure Financial Future

Financial Planning Newsletter- The Importance of Cash Management

The Impact of Tax Changes on Your Financial Future

Balancing Risk and Reward in Your Investment Portfolio

The Pros and Cons of Different "Savings" Accounts

Key Factors in Retirement Planning since the SECURE Act 2.0

Breaking Free of Debt: Debt Management Strategies

The Financial Impact of a Global Crisis: Lessons Learned

Adapting to Change: Resilience and Growth in Today's Investment Environment

Avoiding Common Estate Planning Mistakes

Teaching Money Skills Early: financial literacy for your children

Tax Planning: Tips to Reduce Your Tax Liability

Understanding Investment Strategies: Stocks v. Bonds

Building a Solid Emergency Fund: Why It Matters

Financial Planning Through Different Life Stages: A Roadmap

How Current Events Affect Your Financial Decisions

A Glimpse into 2024: Unpacking Market Dynamics

5 Strategies to Help Safeguard your Investments during Economic Uncertainty

Estate Planning Essentials: Crafting a Lasting Legacy

5 College Savings Strategies Every Parent Should Know

Protecting Your Future

Understanding Tax-Efficient Investing

Unlocking the Secrets to a Wealthy Retirement

5 Essential Tips for Effective Cash Management

Investing in a High-Yield World

Interest Rates and Inflation

Should you fear a prolonged recession?

EOY 2022 and Q1 2023 Update

Stay the course!

Russia Ukraine Conflict (audio included)

A challenging year ahead

Monitoring Inflation

Welcome Back!

Economy Stays Strong