2020 MIDYEAR OUTLOOK
Posted by Viewpoint Financial Network on Thu, 07/09/2020 - 21:42
The rest of 2020 will be all about the virus. We’re seeing localized outbreaks, but the necessary countermeasures are in place. So, we can reasonably expect the virus to remain under control. Despite the medical setbacks, millions of jobs have returned, along with consumer confidence and spending. The recovery remains on track and is likely to continue. And that's exactly what the markets are expecting.
MEET JULIE COBB
Posted by Viewpoint Financial Network on Thu, 05/21/2020 - 23:31
Here at Viewpoint Financial Network, we know that in order to "serve you on your time" it takes a lot of people working in harmony to achieve our mission. We want to shine a spotlight on the individuals that help us do just that and make Viewpoint Financial a great place. Today we want to introduce you to Julie Cobb!
SCAM ALERT! PROTECTING YOURSELF AND YOUR FINANCES
Posted by Viewpoint Financial Network on Tue, 05/05/2020 - 20:04
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
Posted by Viewpoint Financial Network on Mon, 04/27/2020 - 09:00
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
Posted by Viewpoint Financial Network on Thu, 04/16/2020 - 09:00
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?
Posted by Benjamin Wong on Mon, 03/16/2020 - 13:40
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?
Posted by Ben Wong on Tue, 02/25/2020 - 20:51
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
Posted by Viewpoint Financial Network on Wed, 01/29/2020 - 19:14
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
Posted by Viewpoint Financial Network on Wed, 01/15/2020 - 07:36
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
Posted by Viewpoint Financial Network on Mon, 01/13/2020 - 19:04
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!