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Moving Money Electronically -- Your Protections and Risks

Submitted by Watters Financial Services, LLC on March 29th, 2016

As electronic banking increasingly becomes the favored means of moving money, the security risks posed by online transfers continue to proliferate. At Watters Financial Services, LLC we strive to educate all of our clients about identity theft. This article from Wealth Management Systems Inc. provides many important facts about fraud prevention and moving money online.

Are There Gaps in Your Insurance Coverage?

Submitted by Watters Financial Services, LLC on February 15th, 2016

February, 2016
Watters Financial Services, LLC

What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?

Submitted by Watters Financial Services, LLC on January 20th, 2016

January 2016

Watters Financial Services, LLC

For most Americans the most valuable asset they own is their home. At Watters Financial Services, LLC we invest a great deal of time helping our clients with their financial planning issues.

Is your advisor prepared for a cyberattack?

Submitted by Watters Financial Services, LLC on December 4th, 2015

Greetings,

Tim Watters of Watters Financial Services, LLC was recently quoted on cyber-security in an article on CNBC.com !

Click on the link below to view the article if you are interested

Combating Cyber Crime

Submitted by Watters Financial Services, LLC on November 20th, 2015

Cyber security attacks are becoming more and more prevalent. At Watters Financial Services, LLC (WFS) we have experienced fraudulent attempts to gain access to our clients’ assets and private information many times. There are a number of ways in which this can occur.

Buy Sell Agreements

Submitted by Watters Financial Services, LLC on October 15th, 2015

Understanding Buy-Sell Agreements

Watters Financial Services, LLC – October 2015

One of the key areas we focus on at Watters Financial Services, LLC is risk management for small businesses. There is allot at stake for many closely held businesses and smart planning can help mitigate some of the risk.

Exchange Traded Funds and Mutual Funds: Two Investment Vehicles – How to decide?

Submitted by Watters Financial Services, LLC on September 29th, 2015

First, let’s start with the basic definition of an Exchange Traded Fund (ETF). “An Exchange Traded Fund is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund, ” according to Investopedia.com.

Second, let’s look at the basic definition of a mutual fund.

Making Sense of Mutual Fund Lingo

Submitted by Watters Financial Services, LLC on May 28th, 2015

Lingo

The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information.

Interest Rates: What's the Connection to Your Portfolio?

Submitted by Watters Financial Services, LLC on April 15th, 2015

When it comes to interest rates, one thing's for certain: What goes down will eventually come up.

Ways to Protect Yourself from Identity Theft

Submitted by Watters Financial Services, LLC on March 25th, 2015

Over the past year, I have had a number of clients have Identity theft incidents. Clients have had collection agencies contact them about outstanding balances on cards they never took out or cash withdrawn from their bank accounts.

Moving Money Electronically -- Your Protections and Risks

Are There Gaps in Your Insurance Coverage?

What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?

Is your advisor prepared for a cyberattack?

Combating Cyber Crime

Buy Sell Agreements

Understanding Buy-Sell Agreements

Exchange Traded Funds and Mutual Funds: Two Investment Vehicles – How to decide?

Making Sense of Mutual Fund Lingo

Lingo

Interest Rates: What's the Connection to Your Portfolio?

Ways to Protect Yourself from Identity Theft

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Understanding Buy-Sell Agreements

Lingo

Contact Us

When you are ready, we are here to help.