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Weekly Market Commentary July 28, 2021

Weekly Market Commentary July 28, 2021

The Markets Shortest ever. Last week, the National Bureau of Economic Research (NBER) finally announced the official dates for the...
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Weekly Market Commentary July 21, 2021

Weekly Market Commentary July 21, 2021

The Markets The term “peak growth” has become almost as popular as the comedy show Ted Lasso. Peak growth is...
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Our Q2 2021 Newsletter is now available!

Our Q2 2021 Newsletter is now available!

Waterford Advisors 2021 Q2 Newsletter
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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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HEART For Animals

HEART For Animals

This summer, Waterford is helping HEART Animal Rescue curb kitten overpopulation by donating to cover spaying and neutering fees for...
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