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Investing

An Introduction to the Worlds of SRI, ESG, and Impact Investing

09 August 2022

By: João Guimarães. When you think of making the world a better place, investing may not be the first idea that comes to mind. Words like volunteering, donating, and recycling are likely to p...

Our Investment Strategy Team & Approach

05 July 2022

By: Steve Weintraub Everything we do at WCF is centered on delivering high-quality services and a confidence-inspiring experience for each client. Our Advisors and Client Services staff are on the...

Real Estate in Your Retirement Account

30 March 2022

By: Steven Weintraub Real estate has always been an attractive asset class offering the potential for cash flow, appreciation, diversification, the ability to leverage returns, and unique tax bene...

Liquid Alternative Investments

14 February 2022

By: Steve Weintraub A not too cheap stock market and artificially depressed bond yields have created a renewed interest in alternative investments. Typically involving real estate, private equity,...

10 November 2020

By: Jack Rabuck If you wish to make an apple pie from scratch, you must first invent the universe.—Carl Sagan Carl Sagan, whose list of accolades is astronomically long, made the above statement ...

Has the World Gone Mad?

05 March 2020

By Jeremy Runnels How does this sound? You give me $1 today, and I will give you 99 cents a year from now. Crazy, right? You may be surprised to learn that many people in a large part of the world...

Can Two Wrongs Make a Right?

22 November 2019

By Joe Ferreira This is the 3rd part of a series. If you have not read the others: “Diversification or Di-WORSE-ification" and “Ancient Greek Investment Advice”, I recommend you do so before start...

Ancient Greek Investment Advice

15 October 2019

By Joe Ferreira This Insight builds upon our earlier post “Diversification or Di-WORSE-ification", which I recommend you refresh on or read next. “Buy low, sell high.” This is th...

Diversification or Di-WORSE-ification

13 August 2019

By Joe Ferreira There is an old proverb that people apply to investing: “Don’t put all your eggs in one basket.” On the surface, this appears to be very sound advice: spread your eggs into multipl...