Wagner Wealth Management is committed to providing our clients with unparalleled customer service alongside the most comprehensive offering of financial products and services available in the marketplace today. We offer a broad range of investment alternatives including retirement planning, brokerage and insurance services, estate planning, and tax strategy. We also specialize in the areas of asset management optimization and business continuation planning. We are headquartered in Anderson and can conveniently serve our clients all over upstate South Carolina.

 

 The information contained is for general use and is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. The opionions stated are that of the author and not that of The Investment Center Inc. or IC Advisory Services Inc. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

Disability Income Insurance

How much Disability Income Insurance do you need?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Car Affordability

How much can you afford to pay for a car?

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The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

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