The Latest News & Thoughts

A new car, that’s more than free

Seriously, that’s not a typo. Here’s why the Nissan Leaf is essentially “free” in Georgia, and this isn’t even accounting for what you’ll save on…
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Get Out Of Debt

We’ve all been there. Things get crazy in life, and you think, “Well, I’ll just put this on my credit card for now. It won’t…
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Wela Whip: Weed to the Rescue, Tesla’s Losing Energy, Apple’s Beat

Sign up to have the Wela Whip delivered every Friday to your inbox here! Weed to the rescue! I really don’t find this too shocking,…
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Budget for taxes, savings and life

Last week I shared the sobering news that when you add up the taxes you pay to the feds, payroll tax, Georgia state, etc., you’re…
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It’s Not How Long You Save, It’s How Early You Start

This is a picture of when compounding mistakes finally crumble…. This was during that two day interview where Lance Armstrong opened up to none other…
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Wela Whip: A Not so Sterling Reputation, No More Viagra, The Criminoles are at it Again

A not so Sterling reputation As an 80-year old real estate mogul has found out the hard way, if you don’t have anything nice to…
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The Atlanta Braves Experience – VIP versus Budget-Conscious

It’s that time of the year again in Braves Country where you can’t stand around a water-cooler without hearing someone say that they’re attending a…
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Don’t Miss This Dream!

You have worked hard today, it’s time to take a break. We all love to dream about all our fantasies coming true.  For women, it…
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Wela Whip: Slicing Up The Apple Pie, Proud to be an American, The Sopranos versus House of Cards

Slicing up the Apple pie Getting a piece of your favorite apple pie just got a bit easier. Apple, unexpectedly decided to split their stock…
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The ABCs of High Frequency Trading

High frequency trading, otherwise known as HFT, has become a huge buzzword since Michael Lewis’ 60 Minutes interview on March 30. In the interview, Lewis…
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Who Is Wela? Let Us Show You

Want to know more about us and understand how our new suite of online tools can help you toward your financial goals? Watch our interview…
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Wela Whip: We’ll Miss Ya Captain, Trailblazing, Flirting With The Markets

We’ll miss ya Captain If traffic has been a bit worse this week it’s not due to construction, it’s because Atlanta lost their eyes from…
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All Hail Bubba

Second chances… who doesn’t like another opportunity?! In golf (or at least in the groups I play in), it always seems that Bubba is the…
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How Are You Budgeting For “Fun” This Spring

It’s that time of year again. Spring break is over for most families. It’s finally warm again, and the yellow pollen is back. Now it’s…
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Finally! Tax Refund is in Hand!! 5 Actions to Choose From

Money… Who doesn’t love it! I mean that’s why we work, right? The things that are fun, like lake houses, jet skis and drinking beer,…
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A Draw

I’ve never fought in a boxing match, but I would have to assume that they are quite brutal. These fighters train for months at a…
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How Money Works on Wall Street

Creating an effective investment strategy can seem like a daunting task. Stocks, bonds, commodities, currencies, US, international, futures, derivatives, long, short, margin, hedge funds, private…
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Want a Million Dollars?

What does $1 million mean to you? To me, this means I am one of 8.39 million in the United States with a net worth…
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Diversify and Conquer

The just concluded first quarter of 2014 was a lot like a roller coaster. There were highs, lows and a scary drop, but in the…
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Wela Whip: Tech Wins…at Something, Yo Quiero Breakfast, IP-Uh-Oh Candy Crushed!

Whipping your weekend conversations into shape; because wealth is more than just money! Tech wins… at something Being a Georgia Bulldog, this hurts, but it’s not all…
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Uncertainty

March Madness is a great event for any sports fan. Thursday and Friday are filled with games throughout the entire day. Fans fill in their brackets…
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Investing is Chess, Not Checkers

I have to admit I am not much of a chess player. But the times I have played, the opponents were quite the chess players….
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March Marketing Madness

Did you enter that $1 Billion Bracket Contest sponsored by Warren Buffett and Quicken Loan? Who knocked you out of contention, Mercer or Dayton? Oh,…
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Essential Investing Tips for Millennials

If you’re a millennial, you might think that, between student debt and credit card bills, you’ll never be able to invest. Fortunately, there’s good news….
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Wela Whip: Sick of Selfies – Try a Twosome, Obama to BBM: No Korean BBQ for you, and more.

Whipping your weekend conversations into shape. Russia to US: I eat countries like Crimea for Dinner. Russia’s parliament agreed to accept Crimea into its domain….
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Are You Single? Make Use of These Top 5 Budgeting Tips

It doesn’t matter whether you make $20,000 per year or $200,000 per year. Having a budget will improve your life in the long term. Unfortunately,…
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What’s Your Net Worth Compared to the Average American?

I recently came across a report that reminded me of the old saying, “Figures never lie, but liars figure.” That suspicious report claims that the…
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A Few Reasons to Set Up a Roth IRA

One of the smartest money moves a young person can make is to invest in a Roth IRA — and setting one up is easy….
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Wela Whip: Community Organizer Obama, Car fires in Jersey, and Come On Dude, It’s Only $20

Whipping your weekend conversations into shape. Car fires in New Jersey don’t sound so bad right now General Motors recalled 1.2 million cars this week…
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Setting Expectations

Expectations are a powerful tool. Just like any tool, if used appropriately, it tends to add great value, but if not then they can work…
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In Your 20s, You Should Be Making Enough Money To….

Money makes the world go round. Money makes your house warm and your teeth clean. Money covers your feet and feeds your belly. Money awards…
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Want to make $7,000 per month? Get an internship…

What do summer internships pay these days? Nothing? Minimum wage? Ten bucks an hour? Try $7,000 per month. You didn’t read that wrong. Palantir, a…
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What To Do With Your 401(k) When You Change Jobs

When you change jobs, you face an important financial decision. What should you do with your 401(k) account? You have four choices. We explore the…
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Why you probably don’t like your financial advisor

Financial Advisors are typically screwing you. At Wela, we are delivering you the advisor experience you want. We all have the same questions. At 45,…
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Wela Whip – Radio’Sacked’, Cri-me-a-River, and Why You Should Quit Your Job

Whipping your weekend conversations into shape Cri-me-a-River Country Trade Alert!!! Crimea swaps jerseys: Ukraine for Russia. I mean what is this? Fantasy Football? You can’t…
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Why Wela?

I need to tell a story. The story has to do with INTEGRITY, OBJECTIVITY and HONESTY. Here are three statements that we at Wela believe…
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The Grisham Bond Market

John Grisham writes some great books. They are engaging, quick to read and they tend to keep you on your toes for the entire book. As…
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How to Merge Your Money When You Marry

Time and time again, we hear that money is the biggest problem for married couples, and yes, the main cause of divorce. It’s a problem…
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The “Can’t Lose” Annuity Trap

If you’ve listened to the radio for more than about 10 minutes lately, you’ve likely been hearing ads for “can’t lose” investments that promise you…
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Wela Whip – Bitcoins, Blackberries, and Elon Musk stinks…

Whipping your weekend conversations into shape. Bitcoin bankrupts!! Not really, but one of its partners did.  Yeah, this idea of digital currencies sounded crazy to…
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Creating Simplicity

This past weekend, I spent some time drawing out different baseball situations for my little league team that I coach. After our recent practices, it…
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Setting Financial Priorities From Your 20s to 60s

If you were a smart kid and started saving your allowance in a piggy bank or sneakily kept the change from a $20 when you…
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The Cost of Facebook and Whatsapp

If you are a regular user of Facebook you have no doubt noticed some changes in recent months. Most obvious is the increase in marketing…
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Enter to Win: Wela’s $200 Gift Card Giveaway to Rathbun’s

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How Your Peers Spend and Save

Ever wished you could peek at the spending habits of someone with the same salary as you? The brave individuals reveal just that—their salaries, budgeting strategies, and…
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The Chicken Before the Egg?

There’s the classic argument of which comes first, the chicken or the egg? In this case, it’s which comes first: 401(k) or debt. Many adults and…
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Live Chats

Live chats on Twitter. Join us for our next live chat on Twitter, February 25 from 12:30 – 1:30pm ET. Ready to participate? Just make…
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Wela Strategies Hosts Live Chat: Open For Questions

Join us for our new Live Chat Series. This week we’ll be hosting a live chat and answering your personal finance questions. This invitation to…
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Is America’s New Retirement Account Worth It?

President Obama recently unveiled a new retirement savings vehicle called the myRA. This new program joins three other tax-advantaged ways to save: the Individual Retirement Account or IRA; the Roth IRA,…
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Should We Change Or Stick To The Status Quo?

Change is a scary thing for most individuals.  The unknown outcomes or consequences that come with change tend to keep people status quo. But that…
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Market Traffic Jam

Traffic—We hate it and we don’t believe there are many people that enjoy a nice bumper-to-bumper car ride into the office. We believe that there…
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The Generational Divides

By most measures, the US population can be neatly divided into six generational segments: Pre-Boomers, Boomers I, Boomers II, Generation X, Generation Y, and Generation…
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ETF Review

Where’s the yield? Investors everywhere have been looking for income over the past couple of years as Treasury yields have remained at record lows. This…
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How to Avoid the $1,000,000 Student Loan

So, how much student debt will your kids be stuck with at graduation? Heck, how much are you still carrying? Ten thousand dollars? Thirty thousand?…
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Renting vs. Buying a Home in 2014

It’s one of the great American choices, right up there with paper or plastic, Ginger or Maryanne and sweet tea or un-sweet. As with all…
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What To Do With An Inheritance (if you get one)

Hey, 30-somethings, here’s another reason to be annoyed by your elders. Baby Boomers, a.k.a. The Luckiest Generation, will inherit some $8.4 trillion dollars in the…
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The Ticket Price Taper

Who doesn’t love to see their favorite teams play in the biggest games for the respective sports? Whether it’s the Super Bowl, World Series, BCS…
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The Importance of Corrections

As the Dow Jones hovers near an all-time high, investors are getting nervous. One of the most common questions we’ve been getting lately is, “When…
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Investing Lessons from College Football

In the South, many people are obsessed with college football and sometimes to the extent of ridiculousness, but it is a way of life down…
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Who’s Shopping on Thanksgiving?

It seems we have a new holiday tradition in America: Starting off the season with a loud and nasty argument about the supposed diminishment of…
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Why Is Your 401k Up So Much This Year?

The stock market is having a heck of a year with the Dow Jones Industrial Average bumping up against its all-time high.  That’s great news…
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Investor Psychology

When I read the headline in today’s Wall Street Journal that read “Stocks Regain Broad Appeal: Mom-and-Pop Investors are Back, but Some Say That Could…
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How much can you spend on Taxes, Savings, and Life?

Here is some sobering news; when you add up the taxes you pay to the Feds, Payroll Tax, GA State tax etc. (not even including…
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#TwitterIPO

After an October where IPOs dominated the marketplace, 33 companies went public raising over $12 billion; we are set for another hotly anticipated offering this…
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Time for Take Off…

Lots of flying tends to occur in our industry during October and November because of conference season really taking hold. Louis CK is right when…
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New Couples, New Rules, New Money Management

A common question we get is surrounding how newlyweds should deal with finances: One of the parties doesn’t know how to have a conversation about…
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7 Questions to Ask Before Buying a Variable Annuity

As financial planners, we are constantly asked this question by folks nearing retirement: “You always preach the importance of building a portfolio that pays income…
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The Seven Layer Dip of Fees

As an investor, you sometimes need to remember the Serenity Prayer – “God, grant me the serenity to accept the things I cannot change; courage…
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The Hurdles to Not Putting 20% Down

If you are a first time homebuyer or trying to get into a home without putting down the usual 10 or 20 percent, the Federal…
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Buy vs. Lease

We have recently had many discussions with clients regarding the option of buying versus leasing a car. Thus we have been revisiting the buying versus…
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Fill Those ‘Buckets’ Appropriately

Financial planning consists of two parts – the fun part, and the challenging part. It’s fun to lie out your hopes and dreams for the…
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Professor Bezos: A Lesson in Investing

Here is a question for you: why would the founder of on-line retailer Amazon.com pay $250 million for a business that appears to be in…
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Quarter Per Day vs. 10K Now

Here’s the question: Which would you choose? 25 cents per hour for life… or $10,000 today…? A little thought goes into this…and you have to…
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Five Statistics to Help You Better Understand Generation X and Millennials

Generation X (born 1965-1981) and Millenials (born 1982-1994) 1.  Both Generation X and Millenials will have approximately $18 trillion in assets flow into their hands…
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10 Things Millionaires Do (that you can too)

In his 1996 best seller The Millionaire Next Door, Thomas Stanley detailed the traits of the average millionaire. Notice I didn’t say rich person. I said…
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Uber Revolution

What was the first smartphone app you ever saw?  For me it was the level.  You know, the one that turned an iPhone into a…
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