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Blog & Social Media

Socially Responsible Investing

The majority of investors design their portfolios based on data points such as dividend yield, potential for capital appreciation, country of domicile, industry, and risk.  Most rarely consider the social or community impact of companies in which they make investments.  In recent years, however, …

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Simplify Your Tax Filing Process

As we move further into the year, there’s no doubt you’re receiving multiple tax documents from a variety of places.  You’re probably wondering if there is a better way to manage your taxes so you don’t spend so much time on them.  According to the IRS, the average person spends 22 hours assembling …

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Women: Planning for Security and Longevity

According to recent studies, women have specific challenges as they plan for long-term financial security.  Included in the list are these 3 important factors: Longevity. On average, women outlive men by five years. Women who reach age 65 can expect to live an average of 20 years longer than …

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5 days ago
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As summer ends and students head back to their K-12 classrooms, school-related expenses are on the horizon! Hidden… t.co/Vn4Jxf0SHV

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7 days ago
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In this week’s recap: Mixed week for markets; jobs on the rise. t.co/iYEQ3VTNLf #financialplanning #Denver

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August 2, 2022
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When saving for #retirement, you may have wondered – should I contribute to my Roth IRA or traditional IRA? Click… t.co/GaEtVu85MU

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August 1, 2022
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In this week’s recap: Markets rally; earnings better than expected. t.co/Vu2hzb60dW #financialplanning #Denver

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July 27, 2022
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Make sure you don’t fall into this trap! #money #personalfinance #WednesdayWisdom

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July 25, 2022
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In this week’s recap: Markets react to dim forecast, 2Q reports. t.co/n996nelY3V #financialplanning #Denver

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Copyright © 2022 Wisdom Wealth Strategies, LLC. All Rights Reserved.
Wisdom Wealth Strategies, LLC is an SEC-registered investment adviser. Our firm is notice filed in Colorado and Texas, and may be exempt from notice-filing in other jurisdictions where we serve our clients.


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