The Waterford Advisors Quarterly Newsletter

Quarterly Newsletter

Second Quarter Newsletter 2022

Second Quarter Newsletter 2022

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First Quarter Newsletter 2022

First Quarter Newsletter 2022

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Fourth Quarter Newsletter 2021

Fourth Quarter Newsletter 2021

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Third Quarter Newsletter 2021

Third Quarter Newsletter 2021

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Quarterly Investment C O M M E N T A R Y

Quarterly Investment C O M M E N T A R Y

Our midyear Investment Commentary is divided into two parts. First is a brief recap of our shared investment philosophy; second...
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Changes to Monetary and Fiscal Policy Help Explain Price Inflation

Changes to Monetary and Fiscal Policy Help Explain Price Inflation

Over the past six months or so, many people have started to notice prices rising across the economy. Whether it...
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Using Annuities to Increase Predictable Income in Retirement

Using Annuities to Increase Predictable Income in Retirement

The management of a distribution portfolio is unique and should be designed differently from the management of an accumulation portfolio....
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Working While Collecting Social Security Benefits

Working While Collecting Social Security Benefits

Yes, you can collect Social Security benefits while working. However, depending on your age, there are some important caveats to...
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Congrats Dan!

Congrats Dan!

We would like to wish a very special “Congratulations” to Dan and Jill Byles-Smith on the safe arrival of a...
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