Blog
Comments on the Recent News from the Banking Sector
The banking sector has been dominating the headlines over the past several days, and so we wanted to briefly comment on what is going on in the space.
Read MoreThe must-read books chosen by the WFA team
We want our clients to be knowledgeable and confident about investing and other matters related to wealth. We often gift or recommend books to our clients and friends. Here are a few must- read books chosen by our wealth advisors!
Read MoreWFA Q4 Newsletter
As 2022 comes to a close, we want to thank you for the trust and confidence you place in us as your advisory firm. As we move into 2023, we have decided to provide a quarterly newsletter, starting with Q4 of 2022.
Read MoreUpdate from Dany
Partner and Advisor, Dany Martin, breaks down inflation and rate hikes in this informative video.
Read MoreWFA Sponsors Yoga Farm Fest for Second Year in a Row
“WFA is proud to sponsor this year’s Yoga Farm Fest because we believe a healthy lifestyle fosters optimal financial well-being. By focusing on mind, body, and spirit, people live longer and happier lives.
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RFG Advisory Takes Home the Wealthmanagement.com Industry Award
RFG Advisory is proud to announce that they’ve won the 2022 Wealthmanagement.com Industry Award in the category of Non-Custodial RIA Support Platform for their RFG Assist initiative.
Read MoreWFA’s Jody Bluitt Named to the Greater Shreveport Chamber 40 Under Forty Class of 2022 Honorees
WFA congratulates Jody Bluitt for receiving recognition from the Young Professionals Initiative of Northwest Louisiana for his exceptional service to the community.
Read MoreShreveport-Based WFA Partners with Dallas-Fort Worth Advisory Practice
WFA, announced today that it has partnered with Dallas-Fort Worth advisor, Tom Chancellor, CFP®, an Independent Financial Advisor at RFG Advisory.
Read MoreWFA Partner Jody J. Bluitt chosen as a LUMINARIES Class of 2022
WFA is pleased to announce wealth advisor, Jody Bluitt was chosen as a LUMINARIES Class of 2022 Finalist.
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