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Recent Blog Posts

We make personal finance easy to understand

Red or Blue White House? Market Returns by Political Party

Posted by Sean Lovison, CFP, CPA on Feb 3, 2021

This brief post takes a look at the market returns by political party in control of the White House and answers the question, should investors be concerned by the recent change in control? This is not a political post. In fact, one of my New Year’s resolutions...

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Overview of the Consolidated Appropriations Act, 2021

Posted by Sean Lovison, CFP, CPA on Jan 12, 2021

If you think you have had busy workdays, imagine the day the US Congress had on December 21, 2020, when the new stimulus and omnibus spending bill, the Consolidated Appropriations Act, 2021, was released. That same day, it was voted on and passed by both Houses of...

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Introducing Sean Lovison CPA, Joining WJL Financial Advisors

Posted by Bill LaChance on Jan 4, 2021

I am using this blog to announce some exciting news. Sean Lovison is joining the firm. I have known Sean for about a year and am excited that he has decided to sign on. Sean is based in Moorestown, in southern New Jersey. Here he introduces himself and talks about why...

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