FeatureApril 12, 2026
Want to Enjoy Retirement, Build an Adaptable Plan
For affluent retirees and those nearing retirement, the challenge isn’t simply accumulating wealth — it’s managing complexity.
Author
Chris Wootton, CHFC
BusinessFebruary 23, 2026
Beyond the 60/40: Why Tactical Risk Management is the New Essential for Accredited Investors
For decades, the “60/40” portfolio—60% equities and 40% fixed income—was the undisputed gold standard of wealth management.
BusinessSeptember 3, 2024
Outliving your Money – Do you have a CLEAR Picture?
Outliving your money – Do you have a CLEAR Picture?
BusinessJune 18, 2024
A Clear Direction for Retirement: Financial Fibbing – The Dangers of Financial Infidelity?
Financial Fibbing – The Dangers of Financial Infidelity?
BusinessMay 25, 2024
Wootton Financial: The Risks and Rewards of Roth Conversions
The Risks and Rewards of Roth Conversions Jump on any social media platform now days and you’ll find a financial advisor marketing his services by discussing Roth conversions, including me.
BusinessMay 1, 2024
AI Failed a Retirement Income Literacy Test; Would You?
AI Failed a Retirement Income Literacy Test; Would You?
BusinessApril 1, 2024
Would you fail a basic Social Security quiz? Put your knowledge to the test.
Would you fail a basic Social Security quiz?
BusinessMarch 1, 2024
The “Mega” Backdoor Roth 401(k) Conversion Explained
The “Mega” Backdoor Roth 401(k) Conversion Explained Many are familiar with Roth IRA conversions and the future tax benefits afforded by them if they’re done within the context of a well-coordinated financial plan.
BusinessFebruary 1, 2024
Wootton Financial: Navigating Economic Declaration
Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift.
BusinessDecember 1, 2023
You’ve Heard of Bank Bailouts – What’s A Bank Bail-In?
You’ve Heard of Bank Bailouts – What’s A Bank Bail-In?
BusinessNovember 1, 2023
What are Your Biggest Financial Concerns?
What are Your Biggest Financial Concerns?