Will the onset of a new U.S. President and the availability of new vaccines for COVID-19 impact international equities, trade wars, and the global economy as a whole? How could a second round of COVID relief stimulus packages impact the markets and what should you know about its impact on future inflation? WJA President, Nick Johnson CFA®, CFP®, dives into these uncertainties and offers an in-depth analysis of where our economy currently stands.
Overlooked and often unknown errors can result in double taxation, an incorrect or incomplete tax return, or expensive penalties. As a corporate executive, you have unique factors to consider before submitting your taxes...
Many oil expats get inundated with information on their new home's language, customs, and currency, but fail to take note of the various financial and tax changes that come with a transglobal move. Not tending to these details, or making the wrong decision about something, could result in costly mistakes. In this webinar, we'll discuss the frequent errors we encounter within tax returns from high-income earners, and how to prevent or correct these costly mistakes....
Many people believe the best investment strategy is just "buy low and sell high," but as with most things in life, it's a bit more nuanced. The key to becoming a better investor long-term lies in the strategy you develop and your discipline to stay the course. Watch the webinar to learn the best way to create a custom investment strategy that can help you reach your long-term financial goals...
For Shell professionals, the difference between retiring at the end of one year and the beginning of the next can be hundreds of thousands of dollars in missed savings. Let's face it: if you’re not thinking about your pension, taxes, and other benefit payouts when selecting your retirement date, you’re potentially leaving money on the table.
2020 will be remembered as the "Year of the Virus" with concerns surrounding COVID-19 likely to continue into the new year. Oil prices remain volatile while unemployment numbers continue to be top of mind for most of the American public. What can we expect going forward? WJA President and Wealth Manager, Nick Johnson, CFA®, CFP®, dives into the potential financial implications of each party's proposed policies and how your financial planning should pivot to make the most of it.
With such a long list of potential policy changes, it's important to be thinking about how you should save, invest, and plan for your best long-term outcome regardless of the election results. WJA President and Wealth Manager, Nick Johnson, CFA®, CFP®, dives into the potential financial implications of each party's proposed policies and how your financial planning should pivot to make the most of it.
Choosing the right date to retire from BP is complicated because of the multiple variables at play. Your circumstances are unique and can be affected based on the date you choose. Watch the replay as we take an in-depth look at how these benefits determine the best date to retire from BP.
As a Chevron employee, do you know the retirement date you choose can have a major effect on your retirement funds? After a long career at Chevron, picking a retirement date can actually be quite complicated. Let’s face it: if you’re not thinking about your employee benefits, taxes, and income distribution when selecting your Chevron […]
In this webinar, our experts discuss the major factors to consider before starting a consulting practice. Learn more about the tax opportunities and other factors to consider before venturing out on your own.
BP offers employees generous retirement benefits. If you’re a BP employee, this webinar can help you make sure you’re saving efficiently and making the most of the retirement plans the company offers.
It’s human nature to worry about unfamiliar things, and the “right amount of savings” is certainly a big unknown. If you’re a Shell employee concerned about your savings plan for retirement, this webinar will help you take full advantage of the savings opportunities through Shell’s robust retirement plans and benefit offerings.