Our clients are our top priority! In an effort to continually improve your experience with Washington Wealth Advisors, we are asking for your feedback. Please take our brief 2017 Client Satisfaction Survey, evaluating us on a scale of 0-10 with 10 being the highest. We appreciate hearing from you and look forward to implementing your suggestions!
It’s that time of year when the ghosts and goblins appear and start to spook our children…and sometimes us! Along the same lines, we continue to get questions about how long this bull market will continue and when will it get spooked? There are few things in investing (and life) that are guaranteed.
Washington Wealth Advisors is pleased to announce the newest addition to our team! As an investment advisory firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients in order to help them achieve their financial goals.
What is the number one rule of personal finance? Spend less than you earn. If you have worked hard for decades, followed a budget, and adhered to this rule, you may find yourself in the enviable position of earning more money each month than you need to cover your expenses. It’s a fortunate problem to have, but one that forces you to decide how to allocate your extra cash.
Our team at Washington Wealth Advisors is delighted to welcome Victoria Boinest to the team as our summer intern. Victoria is a Finance major at James Madison and excited to work with our team on some internal projects to support our overall delivery of an excellent client experience. We thought you’d like to learn a little more about Victoria and her goals after graduation.