Blog

Welcome to my blog.  Here, you will find a variety of articles, posts, videos, and presentations.  Some are specific to financial planning while others are just thoughts that I wanted to share with my followers.  I hope you enjoy browsing, reading, and watching!

If you come across anything that you believe might help others, feel free to share the post on your social media... just click the Facebook, LinkedIn or Twitter icon!

I am very interested in hearing from you.  If you have a minute, click the "Questions?" tab at the bottom of the page and leave me a note.  

Thank you for visiting our website.  I am very glad you are here!

Roger Walker, Founder

Walker Wealth Management, LLC

Sunday, July 12, 2020

Financial wellness quiz.

Monday, July 6, 2020

Do you know your Risk Score? It is otherwise known as your Risk Tolerance Score. It is a number between zero and 100 that tells you how much market risk you are willing to accept in order to get potentially higher investment gains....

Tuesday, June 30, 2020

When you lower your costs of investing, two incredible things happen. At first, all you see are the annual savings that occur by reducing your costs. You experience the second wave of the benefits (click link to continue reading)

Sunday, May 17, 2020

One way for companies to reduce expensive is through layoffs or by providing incentives for those close to retirement to step forward. If you are fortunate enough to have a pension, you may be looking for answers to the common question...

Wednesday, February 12, 2020

1. Supply Chain concers, 2. Repo Market glitch, 3. Inflation and the impact of higher interest rates. Proper allocation of your investment is key...

Show All

Sunday, January 12, 2020

When should you plan for a market downturn? Answer: When the market is UP! The stock market recently hit another all-time high, and so many indicators are pointing to another great year. But, market indicators do not take into account...

Tuesday, December 10, 2019

How are you feeling about your retirement investments? The S&P 500 index (a stock market index that tracks the stocks of 500 large-cap U.S. companies) is up almost 25% year-to-date (since January 1, 2019.) The current bull market is a...

Wednesday, May 8, 2019

A net worth of more than $500,000* but less than $1MM is considered Mass Affluent. Over $1MM puts one into the High Net Worth category while it takes $30MM in wealth for classification as an Ultra High Net Worth Individual. You...

Friday, October 19, 2018

“Coordinating Social Security with other retirement benefits is a moving target that requires careful, deliberate strategizing,” said William Meyer of Social Security Solutions recently, as we discussed this blog post,...