The Waterford Advisors Quarterly Newsletter
Quarterly Newsletter
Quarterly Investment C O M M E N T A R Y
July 19, 2021
Our midyear Investment Commentary is divided into two parts. First is a brief recap of our shared investment philosophy; second...
Read More
Changes to Monetary and Fiscal Policy Help Explain Price Inflation
July 19, 2021
Over the past six months or so, many people have started to notice prices rising across the economy. Whether it...
Read More
Using Annuities to Increase Predictable Income in Retirement
July 19, 2021
The management of a distribution portfolio is unique and should be designed differently from the management of an accumulation portfolio....
Read More
Working While Collecting Social Security Benefits
July 19, 2021
Yes, you can collect Social Security benefits while working. However, depending on your age, there are some important caveats to...
Read More
Congrats Dan!
July 19, 2021
We would like to wish a very special “Congratulations” to Dan and Jill Byles-Smith on the safe arrival of a...
Read More
HEART For Animals
July 19, 2021
This summer, Waterford is helping HEART Animal Rescue curb kitten overpopulation by donating to cover spaying and neutering fees for...
Read More