How Often Should You Meet With Your Financial Planner?

At Williams Financial, we work closely with our clients to help manage and plan your finances. In order to meet your goals, we make sure to stay in contact with you during key points throughout the year to stay up to date on life events and financial changes. ONBOARDING FOR NEW CLIENTS As a new […]

The 5 Essential Areas of Comprehensive Financial Planning

A comprehensive financial plan is crucial to making the most of your hard-earned wealth as you prepare for or enjoy your retirement. There are five essential areas of comprehensive financial planning. What are they, why is each important, and how can you integrate these areas to maintain a healthy financial life? Learn more in this […]

The Crisis at Hand – Russian Aggression and the Markets

At a time when many investors have become concerned about the U.S. stock market, one thing we did not need was an aggressive military incursion in Europe.  While the Russian annexation of parts of Ukraine dominates the headlines, it is drowning out any positive news about the actual companies we are invested in.  You are […]

A Message for Greater Diversity and Action

While I have promised clients that I would post updates and topics every two weeks, I have had a difficult time selecting a topic to write about over the last 10 days. The death of George Floyd and countless others, along with the protests and civil unrest across our country, has made many of the […]

Economic Risk Continues to Build

Executive Summary Overweight Global Technology Worse than 2008–2009? As I write, the window in my home office is finally open and I can smell the sweet spring air. I love the smell. It instantly brings me back to my childhood and the memory of winter breaking, playing in the fields, and climbing in the trees […]

U.S. Economy, Negative Oil, and a Beacon of Hope

Executive Summary Client Communications Good News and Bad News S. Economy Uncertain Oil Prices Turn Negative A Beacon of Hope It is May 1st! Where did April go? For some it went quickly, settling in to work from home or finding unique ways to fight off boredom. However, for others—such as healthcare workers, grocery store […]

The CARES Act Explained

Executive Summary COVID-19 Hitting Home CARES Act Explained Developing Client Checklist Unfortunately, the COVID-19 pandemic is hitting close to home here in the US and especially New York City. Being in the finance and investment field, New York City is the epicenter of our world. Unfortunately, it is also the epicenter of the COVID-19 pandemic […]

A Rough Week Ahead

Executive Summary Last week’s market results Federal Reserve is doing great; Congress is failing us IRS moves the filing deadline to July 15, but some questions remain Some good news from Italy After we endured the 2008-09 Great Recession, when the global economy was brought to its knees, we thought we’d seen the worst market […]

Coronavirus Preparedness and Market Volatility

While we are hoping for the best with the current coronavirus pandemic, it is always prudent to plan and prepare for the worst. Below are some quick but important bullet points on how Williams Financial, LLC has prepared for an emergency like this and how we continue to plan and prepare today. What we are […]