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What is the Value of Your Business
In the second quarter of 2023, more than 2,300 small businesses were sold. The median sale price was roughly $300,000, down 14% from the...
Wen Capital Advisory Group
May 31, 20242 min read


Investing for Impact
Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid...
Wen Capital Advisory Group
May 22, 20243 min read


Does Your Portfolio Fit Your Retirement Lifestyle?
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and...
Wen Capital Advisory Group
May 15, 20242 min read


Important Birthdays Over 50
Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the...
Wen Capital Advisory Group
May 9, 20243 min read


Age My Way in May
May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of...
Wen Capital Advisory Group
May 1, 20242 min read


Inflation and Your Money
"If the current annual inflation rate is 3 percent, why do my bills seem like they're 10 percent higher than last year?"1 Many of us ask...
Wen Capital Advisory Group
Apr 26, 20243 min read


Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings. The Social...
operation834
Apr 17, 20243 min read


The Pre-Retirement Checklist
Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. This handy...
Wen Capital Advisory Group
Apr 10, 20242 min read


April is Financial Literacy Month
In the U.S., nearly 73% of teens want more personal finance education and 86% want to learn how to invest. The biggest barrier they face?...
Wen Capital Advisory Group
Apr 3, 20242 min read


4 Key Money Moments
EXPECTED LIFE CHANGES - There are some life changes that you anticipate: a new baby, a new marriage, a new home. But exciting changes may...
Wen Capital Advisory Group
Mar 27, 20242 min read


Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement. Preparing for retirement can look a little different...
Wen Capital Advisory Group
Mar 20, 20242 min read


Financial Strategies for Women
Nearly 60% of women take sole responsibility for making investment decisions, yet only 19% of women feel very confident in their ability...
Wen Capital Advisory Group
Mar 13, 20243 min read
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