Skip to main content

Watters Financial Services, LLC

  • Home
  • About WFS 
    • Who We Serve
    • Why Choose WFS
    • The Client Experience
    • FAQs
    • ADV Part 2A
    • Form CRS
    • Charitable Gifting
    • Investment Philosophy
  • Services 
    • Wealth Management
    • Sample Road Map
    • Employer Retirement Plans
    • Portfolio Review
  • Team
  • Resources
    • Blog
    • Articles
  • Contact Us 
    • Map & Directions
    • Have a Question
    • Sign up for Our Newsletter
  • Client Login

Phone: 201.843.0044

    You are here

  1. Home
  2. Blog

Blog

Paying Off Student Loans

Submitted by Watters Financial Services, LLC on June 6th, 2016
At Watters Financial Services, one topic that comes up often in client communication is student loan debt. We see many clients struggling to pay off their personal student loan debt or their children’s debt. There are many choices for repaying student loans.
  • Read more

What Benchmark Should I Use to Evaluate My Portfolio?

Submitted by Watters Financial Services, LLC on April 15th, 2016

The following brief article takes a look at some of the benchmark issues associated with assessing portfolio performance.  It is an interesting article for anyone who has questions about how to evaluate their investment performance. 

Tags:
  • Investment Portfolio
  • Read more

Moving Money Electronically -- Your Protections and Risks

Submitted by Watters Financial Services, LLC on March 29th, 2016

As electronic banking increasingly becomes the favored means of moving money, the security risks posed by online transfers continue to proliferate. At Watters Financial Services, LLC we strive to educate all of our clients about identity theft. This article from Wealth Management Systems Inc. provides many important facts about fraud prevention and moving money online.

  • Read more

Are There Gaps in Your Insurance Coverage?

Submitted by Watters Financial Services, LLC on February 15th, 2016

February, 2016 
Watters Financial Services, LLC 

  • Read more

What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?

Submitted by Watters Financial Services, LLC on January 20th, 2016
January 2016
Watters Financial Services, LLC
 
For most Americans the most valuable asset they own is their home. At Watters Financial Services, LLC we invest a great deal of time helping our clients with their financial planning issues.
  • Read more

Is your advisor prepared for a cyberattack?

Submitted by Watters Financial Services, LLC on December 4th, 2015

Greetings,

Tim Watters of Watters Financial Services, LLC was recently quoted on cyber-security in an article on CNBC.com !

Click on the link below to view the article if you are interested   

  • Read more

Combating Cyber Crime

Submitted by Watters Financial Services, LLC on November 20th, 2015
Cyber security attacks are becoming more and more prevalent. At Watters Financial Services, LLC (WFS) we have experienced fraudulent attempts to gain access to our clients’ assets and private information many times. There are a number of ways in which this can occur.
  • Read more

Buy Sell Agreements

Submitted by Watters Financial Services, LLC on October 15th, 2015

Understanding Buy-Sell Agreements

Watters Financial Services, LLC – October 2015
One of the key areas we focus on at Watters Financial Services, LLC is risk management for small businesses. There is allot at stake for many closely held businesses and smart planning can help mitigate some of the risk.
  • Read more

Exchange Traded Funds and Mutual Funds: Two Investment Vehicles – How to decide?

Submitted by Watters Financial Services, LLC on September 29th, 2015
First, let’s start with the basic definition of an Exchange Traded Fund (ETF). “An Exchange Traded Fund is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund, ” according to Investopedia.com.
 
Second, let’s look at the basic definition of a mutual fund.
Tags:
  • Investment Portfolio
  • Read more

Making Sense of Mutual Fund Lingo

Submitted by Watters Financial Services, LLC on May 28th, 2015

Lingo

The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information.
 

Tags:
  • Investment Portfolio
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • next ›
  • last »

Recent Blog Posts

  • The 6 Things That Every Investor Should Be Doing
  • Is Tax Planning missing in your Retirement Planning?
  • The stock market opened on March 9th plunging 1800 points. Here are some insights on where we go from here.

Categories

  • 401(k) (1)
  • 403b (1)
  • asset allocation (1)
  • beneficiaries (2)
  • budget (1)
  • business planning (4)
  • car loans (2)
  • cash flow (2)
  • credit score (1)
  • Debt Consolidation (3)
  • diversification (1)
  • down payment (1)
  • estate planning (2)
  • ETF (1)
  • Fees (1)
  • Financial Planning (1)
  • Individual Retirement Account (4)
  • Inflation, Investment Portfolio (5)
  • Insurance, Estate Planning, Savings Goals, retirement planning (1)
  • Investment Portfolio (11)
  • ira (1)
  • life insurance, Social security, Estate Planning (1)
  • longevity (1)
  • mortgage (2)
  • password, lifelock, credit freeze (1)
  • refinancing (1)
  • requied mimimum distributions, Individual Retirement Account (1)
  • retirement (4)
  • retirement planning (1)
  • Roth IRA (1)
  • SEP IRA, (1)
  • Social Security, Estate Planning, Beneficiries, Life Insurance (1)
  • spending, (1)
  • Stock Trades (1)
  • succession planning (2)
  • taxes (1)

Contact Us

When you are ready, we are here to help.

Phone: 201.843.0044
Fax: 201.843.1171

Email: twatters@wattersfinancial.com

16 Arcadian Ave, Suite C4 , Paramus, NJ 07652

Get Directions

Newsletter Sign-up

Quick Message

  • Sitemap
  • ADV Part2A
  • Form CRS
  • Disclaimer

Watters Financial Services, LLC is an investment adviser in Paramus, New Jersey.  Watters Financial Services, LLC is registered with the Securities and Exchange Commission (SEC).  Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.  Watters Financial Services, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Watters Financial Services, LLC ’s current written disclosure brochure filed with the SEC which discusses among other things, Watters Financial Services, LLC ’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. 

  

© 2025 Watters Financial Services, LLC. All rights reserved.

Website Design For Financial Services Professionals