Having an investment advisor might sound like a luxury for the ultrawealthy, but almost everyone can benefit from having an advisor. (1/4)

You may want professional insight to prepare for college expenses, inherit a large sum of money, prepare for or catch up on preparing for retirement, create a will, get a better handle on your finances, or for help investing in the most optimal way for your situation. (2/4)

Here at EWP, we want to partner with you to help teach you how and why we invest your funds as we do, so you have a clear understanding where your money is and why it is there. (3/4)

Ultimately, your money is yours, and we want to help you make the most of it. (4/4)

Here are eight red flags to watch out for when meeting with potential advisors: 1. Unclear or hidden fees. Your advisor should be upfront with you about how much it costs to work with him/her... Read more: ewpnow.com/blog/investmen…

When you've decided to work with an investment advisor, you should have a clear understanding of the advisor's process and philosophy for your funds. After agreeing to invest, you should receive account information from the investment firm where the money is held.

At EWP, we want you to feel secure and comfortable in your decision to work with us. We are available any time to answer your questions or address concerns with your individual funds or the market in general.

Charitable donations & investment contributions must be completed by midnight on 12/31. If you are using credit card, your statement must be time-stamped ahead of the deadline. If you are using cash or check, it must be received and recorded by 12/31.

Happy Meme Monday!

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