Watermark Wealth Strategies:
Grow, Protect & Preserve Your Wealth
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Watermark Wealth Video
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
How Income Taxes Work
A quick look at how federal income taxes work.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Calculating your potential Social Security benefit is a three-step process.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Are you ready for retirement? Here are five words you should consider.
Do you know how to set up your financial goals for success? This knight does.
What are your options for investing in emerging markets?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.