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September 19, 2011

WTAS Recognized by NABCAP as Premier Advisor

McLean, VA, September 16, 2011 – WTAS’ McLean Investment Consulting Services (ICS) team has been recognized by the National Association of Board Certified Advisory Practices (NABCAP) as a Premier Advisor team… read more

October 10, 2011

The Importance Of Fundamental Financial Planning

Corporate executives and business owners tend to spend very little time proactively tending to their personal tax and financial affairs. Most of their time and focus is spent managing the affairs of their company, and not… read more

November 28, 2011

Keep the Stock, Donate the Beans

As donors try to stay liquid, they look for strategies to give away other types of assets. Earlier this year, an Iowa farmer called up nonprofit consultant Bryan Clontz looking to donate 15,000 bushels of soybeans to charity.… read more

February 07, 2012

Managing Currency Risk for the U.S. Investor

As we progress into 2012, the spotlight continues to shine brightly on the foreign exchange market with the focus centered on Europe’s ongoing sovereign debt crisis and its impact on the euro. This is an opportune time… read more

April 16, 2012

Ullsperger to Co-Chair IMCA 2012 Annual Conference

Investment Management Consultants Association's (IMCA) world-class Annual Conference delivers a unique experience for advanced investment and wealth management professionals. With advanced, technical content, knowledge… read more