What If My 401(k) Has Poor Investment Options?

Anyone that has worked with Woodard & Company over the years will know that as a courtesy we will review client retirement plans and offer our thoughts and recommendations. Part of this review requires that we take a look at the individual investment options in...

The Intelligent Investor Hour

  If you missed today’s broadcast, tune in here. Here are some of the topics covered:  1st Quarter Market Performance 401(k) asset allocation and review April 15 tax deadline April 15 IRA/Roth IRA 2014 contribution deadline Global Markets and Economy American...

Breakfast at Mayberry’s

Please join Woodard and Company’s team of advisors on Friday, March 13, at Mayberry’s Restaurant on Miller Street in Winston-Salem at 8:30am for a group seminar. Dr. Larry Hungerford will discuss no load mutual funds. In addition, Joan Woodard, CPA will discuss...

Persuading Younger Adults to Save: A Tough Sell

“Be sure to put me down for my usual lecture on how to be a millionaire on a teacher’s salary.” Those startling words came from my major advisor in December 1981 at Ohio University where I was a full-time graduate student in my mid-40s working on my Ph. D degree. He...