News

Wigand Integrated Wealth is thrilled to announce the latest addition to its distinguished team of financial professionals. Ryan Harris, a seasoned professional with a wealth of experience in finance, leadership, coaching, and business, has joined the firm, enhancing its capabilities in providing comprehensive financial planning and integrated wealth management solutions.

Inflation seems to be a keyword in nearly every news broadcast and investment discussion. Rising prices seem inevitable with higher costs of materials, real estate, and many products we buy daily. Not only that, but rents and wages are increasing too. While increased wages may seem like a good thing, it usually means a higher cost of goods too.

As the year winds to a close, you may have Halloween, Thanksgiving, and the Holiday Seas on in your sights. Here at Wigand Integrated Wealth, we are thinking through and working with clients on wrapping up year-end wealth management considerations.
Here is our list of common items that we'll be working with our clients on this year as year-end approaches...

We thought it might be useful to provide links to some resources for finding the best deals when it comes to credit card rewards as well as point out things to look out for when considering opening a new card account.

Since before the presidential election last year, clients have been asking us about the potential effects that a tax increase could have on their investments. Whether that question came from clients supportive of increasing taxes or those opposed, all seemed to believe that higher taxes would be bad for stock prices.

Pensions, or employer-based retirement benefit funds, used to be common. Today they are all but unheard of, replaced by personal retirement funds like IRA and 401(k) funds. One place where they still exist, however, is for military service members.

US military service personnel often experience unique life challenges. However, a career in military service also presents unique financial advantages.

The trillions of dollars of Federal stimulus money flooding the economy in the wake of COVID-19 have economists of all stripesthinking about inflation. Bond yields are up, and 93% of fund managers now expect inflation.

Elections are here and touted to be the most important of our lives. The nation is reportedly more polarized than ever and there is fear of unrest whichever party wins. With this uncertainty the temptation is high to tweak and shift portfolio investments. On the other hand, we have been planning for the long game. But the desire to protect our assets remains.

It's hard for us to believe almost a quarter has gone by since we started Wigand Integrated Wealth. We're grateful for all of the relationships we've built over nearly 23 years in the wealth management business. The encouragement and support we've received, especially given the momentous events affecting all of us this year, has been gratifying and reaffirming and has helped us get off to a better start than we could have imagined. We look forward to delivering on our promise to consistently improve the value we provide to you in the years ahead.

Sanctuary Wealth, home to the next generation of elite financial advisors, has added Wigand Integrated Wealth (WIW) in Colorado Springs, Colorado to its expanding roster of partner firms.