W Investments

11/02/2026

🎉 Happy Birthday to our amazing Operations Manager! 🎂

She’s our go-to source for all things office-related — the one with the answers, the know-how, and the ability to keep all the moving pieces working together. Basically, if Google ran an office, she’d be it! From behind-the-scenes details to keeping day-to-day operations running smoothly, we couldn’t do it without her.

Help us wish Lindsey a very happy birthday! 🥳

10/29/2026

🎃 Filling the candy bowl is costing more this year.

Candy and chewing gum prices have climbed 8.1% over the past year, according to the Bureau of Labor Statistics. Chocolate prices are up, too, though estimates vary by source. 🍫

But higher prices aren’t necessarily keeping Americans out of the candy aisle.

The National Retail Federation expects Halloween spending to reach $13.5 billion this year, with 96% of Halloween shoppers expecting to buy sweets.

For many households, the holiday is one of those small traditions worth making room for, even when everyday expenses are taking a bigger bite out of their budgets.

Whether you’re picking up candy for trick-or-treaters or sneaking a few pieces for yourself, what’s the one Halloween candy you can’t resist? 🍬👻



Source:

Average prices for chewing gum and candy have soared 8.1% over the last year, according to the Bureau of Labor Statistics.

10/23/2026

10/13/2026

Let's discuss your investment goals and risk tolerance. Are you satisfied with your current investment portfolio? What investment opportunities or challenges are you facing? Let's explore strategies to make your investments work harder for you.

10/10/2026

Planning for retirement can feel overwhelming, but with the right guidance, we can make it a seamless process. Let's start the conversation about your retirement goals and aspirations. Are you on track with your retirement savings? What retirement lifestyle do you envision for yourself?

10/07/2026

Your financial future deserves the best protection. Let's have a conversation about insurance and risk management. Are you confident in your current coverage? What are your concerns or questions about safeguarding your assets and loved ones? 🛡️

10/05/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you. 💓