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Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition. Retirement is a significant transition, and it can...
Wen Capital Advisory Group
Mar 7, 20243 min read


U.S. Personal Savings Rate
The savings rate is the government’s estimate of how much U.S. households are saving. The U.S. personal saving rate stood at 3.4 percent...
Wen Capital Advisory Group
Feb 28, 20242 min read


The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge. Imagine driving a car without a basic...
Wen Capital Advisory Group
Feb 22, 20242 min read


History of Currency
9000 BC LIVESTOCK To Barter or Not to Barter Contrary to popular belief, the idea that bartering pre-dates the invention of other forms...
Wen Capital Advisory Group
Feb 14, 20243 min read


How Boomers and Millenials Differ
We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This...
Wen Capital Advisory Group
Feb 8, 20244 min read


Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they...
Wen Capital Advisory Group
Feb 1, 20242 min read


Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money? The average debt for student...
Wen Capital Advisory Group
Jan 25, 20243 min read


Unlocking the Treasures of Financial Wellness
While finances and health may seem unrelated, the two are often closely intertwined, especially in America’s bustling, free-flowing...
Wen Capital Advisory Group
Jan 18, 20244 min read


Four Really Good Reasons to Invest
Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may...
Wen Capital Advisory Group
Jan 11, 20242 min read


New Retirement Contribution Limits for 2024
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this...
Wen Capital Advisory Group
Jan 4, 20242 min read


White Elephant Inheritance
Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much...
Wen Capital Advisory Group
Dec 28, 20235 min read


Financially Savvy at Six Figures
Reaching six figures is no easy feat. If you’re one of the hard-working few who have made it to this milestone, give yourself a pat on...
Wen Capital Advisory Group
Dec 21, 20233 min read
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