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SCAM ALERT! PROTECTING YOURSELF AND YOUR FINANCES

The number of stories about fraudsters taking advantage of unsuspecting victims seems to grow by the day. Of course, it’s easy to think, “This will never happen to me!” But to keep your money and personal information safe, it’s vital to stay abreast of the latest scams.

INVESTMENTNEWS 2020 BEST PLACES TO WORK FOR FINANCIAL ADVISORS

Viewpoint Financial has been recognized as a 2020 Best Places to Work for Financial Advisers as announced by InvestmentNews today. Viewpoint Financial was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

BENJAMIN WONG NAMED TO 2020 FINANCIAL TIMES 400 TOP FINANCIAL ADVISERS

Viewpoint Financial Network is pleased to announce that Benjamin Wong has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S. 

IS THE BEAR MARKET HERE TO STAY?

With the Dow dropping more than 25 percent from its highs and the S&P 500 following suit, we have finally seen the end of the bull market. And so, we find ourselves officially in a bear market, with all that implies. Stock markets around the world dropped again on the news.

HOW WILL THE SECURE ACT IMPACT YOUR RETIREMENT PLAN?

With all the turmoil that was going on in Washington at the end of 2019, we'll forgive you if you missed out on the important retirement planning legislation that passed at the end of December. The Setting Every Community Up for Retirement Enhancement (SECURE) Act brought some significant changes to how you might save for retirement.

BENJAMIN WONG HONORED IN FORBES' BEST-IN-STATE WEALTH ADVISORS LIST

Viewpoint Financial Network in Pleasanton, California, is proud to announces that Benjamin Wong, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. 

2019 FIVE STAR WEALTH MANAGER

These days, it can take a village to navigate one’s financial world. Whether it is managing your assets with a wealth manager, finding your way through the ever-changing landscape of tax law, sorting out your estate and succession planning or picking the right life insurance, finding the right wealth manager or team who suits your needs can be a daunting task. In fact, many people have a hard time figuring out where to even begin.

BACK TO BACK WOMEN'S CHOICE AWARD WINNER

For the second year in a row, Benjamain Wong is the recipient of the Women’s Choice Award for providing exemplary financial services to women!

TIPS FOR AVOIDING COMMON HOLIDAY CYBERSCAMS

For many of us, the holiday season is a wonderful time of year. Unfortunately, it can be especially profitable for cybercriminals. Because of the prevalence of online shopping, we almost always see a significant increase in cyberscams during November and December. To help you avoid becoming a victim of holiday cybercrime, here are some of the top scams to watch out for—and tips for avoiding them.

THE TOOLS WE USE TO SERVE YOU ON YOUR TIME

What does it mean to serve you on your time? We believe it means being there for you, with the information you need, whenever you need it. It also means providing you with flexible solutions for the different situations you may face. We accomplish this with two powerful software tools that are available to all of our clients, and we’d like to share a little insight on them with you.