Our Articles
The Three Main Reasons Clients Leave Their Financial Advisors
Is Something Wrong With Me, Or Is It Just My Financial Advisor? Having a retirement plan is crucial, and what’s even more important is having
Stop Loss Strategies and Quantifying Risk with Stock Options
Seeing your investment account go down in value is never a fun experience. Experienced investors understand risk and work to minimize losses by employing stop-loss
We hear a lot about fiduciaries in the financial industry these days, but what does it mean when a financial advisor calls oneself a Fiduciary?
How to Resolve Finances After a Family Death
Resolving finances after the death of a family member can be an intimidating task, but it doesn’t have to be! Take on issues one at
Managing Accounts for Tax Efficiency
If you make money—even if you’re just making money on your money by earning interest—you will need to pay taxes. Arthur Godfrey once said, “I’m
What are the Two Best Days of a Boat Owner’s Life?
This is the time of year when clients come to me wanting to buy an RV or boat. And I get it. It’s easy to
Meatless Burgers Are on the Rise
You’ve probably heard someone say something like, “Hold the mayo,” when ordering a burger before. In fact, it’s likely you’ve uttered a similar phrase yourself.
The Unlikely Story of How I Became an STRS Specialist
A Commercial Producer, a Teacher, and the Life Insurance They Never Bought I never set out to become a State Teachers Retirement System (STRS) specialist.
Though the United States has typically relied heavily on fossil fuels for energy sources, times are changing. In 2015, energy from natural gas surpassed energy from
Book Recommendation: Everyday Millionaires by Chris Hogan
I’ve been a fan of Dave Ramsey since nearly the beginning of my financial career. A mentor of mine used the envelope budgeting method and was a great example
Financial Wisdom for Retirement
It Isn’t Just About Saving Money For most of your adult life, the importance of saving for retirement has been drilled into your head. But
How the El Dorado County Chamber of Commerce Benefits the County When Adam Anderson sits with his clients, he sees more than the numbers in
White Water Rafting and Investing
They’re More Alike Than You Might Think They don’t have to tell me that they haven’t been kayaking or rafting before. There is a look
In 1997 Adam Anderson took his first job in the world of finance. Throughout the next thirteen years, Adam took note of the way things
2018: The Yogi Bear Market The scars of the 2008 bear market have been significant for many people, both financially and emotionally, even a decade
Spring is often a season of growth and change. That is certainly true at WealthGuard Advisors. We are happy to announce that our team will be growing
Disclosures
WealthGuard Advisors, Inc. is a Registered Investment Adviser. California Life Insurance license numbers: Casey Murdock #0F01130.
This website is a publication of WealthGuard Advisors, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Blog articles and certain content were prepared by a third-party provider. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed. A professional advisor should be consulted before implementing any of the strategies presented. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.WealthGuard Advisors, Inc. is registered as an investment advisor with the Securities and Exchange Commission and only do business in states we have notice filed. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. Our Client Privacy Policy. Form CRS.
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