News + Insights

Stay informed with the latest insights and press from WPWealth and discover how we continue to innovate in the field of wealth management.

News

Stay up-to-date with the latest from WPWealth. Read about
our latest initiatives, industry recognitions, and other important updates.

WPWealth Named to Dallas Business Journal Wealth Management Firms in North Texas List
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WPWealth Surpasses $1 Billion in Assets Under Management (AUM)
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Brandon Russ Joins Plano Chamber of Commerce Young Professionals of Plano Committee
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Shane Miller and Jared Archer Earn Certified Exit Planning Advisor (CEPA®) Credential
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Bill Weston Joins Leadership Fort Worth’s LeadershipClass of 2024
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Dougherty Wealth Management, LLC Joins WPWealth
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WPWealth Ranks on Accounting Today’s Top Firms by AUM List
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WPWealth LLP Named a 2024 Best Places to Work for Financial Advisors by InvestmentNews
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Wealth Management Insights

Our dedicated team of wealth advisors and financial professionals continuously curates valuable materials
to help you navigate the complexities of wealth management and make informed financial decisions.

Podcast
Whitley Penn Talks: Tariffs + Market Changes

Get the latest stock market updates and recent trends that are shaping the financial landscape four months into the new administration.

Individuals
Charitable Giving with WPWealth

Discover how the WPWealth team can help you navigate the process of charitable giving, from initial decisions to long-term plans.

Businesses
A Comprehensive Guide to Cash Balance Plans

Cash balance plans offer predictable retirement income, tax advantages, and more. Discover how you can ensure compliance and optimize benefits.

Estate Planning
3 Ways SECURE Act 2.0 will Impact Estate Planning

This update reinforces the need for ongoing vigilance in managing retirement and inheritance planning strategies.

Financial Planning
How 529 Plans Mitigate the Cost of Higher Education

As the cost of higher education continues to rise, one solution that often remains underutilized is the 529 Plan.

Retirement Planning
Retirement Planning Strategies

Thoughtful retirement planning revolves around three pillars: Asset preservation and growth, tax planning, and distribution planning.

Estate Planning
Estate Planning Considerations by Net Worth

Before diving into complex strategies, discover the key factors to consider during the estate planning process.

Retirement Planning
The FIRE Movement: A Path to Early Retirement

In a world where the typical retirement age is around 65, the Financial Independence, Retire Early (FIRE) movement offers a new approach.

Financial Planning
A Financial Guide for Graduates

Graduation is an opportunity to lay the groundwork for your financial journey. Here are our top tips for managing your finances post-graduation.

Investing
What is Tax Loss Harvesting?

Tax loss harvesting is a strategy employed by investors to offset capital gains and potentially decrease tax obligations.

Financial Planning
How to Effectively Manage Your 401k

The 401k: It can sound daunting, but with the right strategy that fits your needs, they can be rewarding.

Businesses
7 Small Business Owner Benefits of Working CFP

For small business owners, it can be challenging to manage everything, with finances being no exception. This is where a CFP can help.

Individuals
3 Terms to Understand When Creating a Budget

Creating a budget is crucial for achieving and maintaining financial security. Here are three terms and their importance for understanding budgeting.

Individuals
6 Things to Know When Buying a Home

Buying a home is a major financial decision, and it’s important to understand your finances before taking the leap. Here are the important factors to note.

Individuals
The Importance of Financial Literacy

Almost every decision you make has an impact on your personal finances. Here's how to ensure you have a solid grasp on your financial standing.

Investing
How Geopolitical Events Affect the Market

In light of current events, our team has compiled several key insights that are relative to capital markets and your investments.

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