Author Archives: Ben Birken

About Ben Birken

Follow me on Twitter: @WFA_Ben

Woodward Financial Advisors to Teach Retirement Planning Class: May, 2017

For the past few years, we’ve been teaching a retirement planning course on the UNC-Chapel hill campus. Several clients and blog readers are graduates of this course, and reviews have been consistently positive. Our next course offering will be in May, … Continue reading

Posted in Classes, Retirement Planning

Farewell Fiduciary?

(photo source: http://gurpshexagono.blogspot.com/2012/02/uma-nova-novidade.html) On Friday, February 3, the Wall Street Journal reported that the new administration would likely sign an executive order that would delay or rescind the pending Department of Labor rule that says that anyone who provides advice … Continue reading

Posted in Financial Planning, Firm News, Retirement Planning | Tagged , ,

Knowledge Through Candy: Together, We Know More Than We Do Alone

How many times have you heard someone refer to “The Market” as if it was practically a sentient being, complete with its own goals, motivation and personality quirks? Obviously, that’s not the case. We know that rather than being its … Continue reading

Posted in Financial Planning, Investing

Woodward Financial Advisors To Teach Retirement Planning Course: October/November, 2016

For the past few years, we’ve been teaching a retirement planning course on the UNC-Chapel hill campus. A number of clients and blog readers are graduates of this course, and reviews have been consistently positive. Our next course offering will … Continue reading

Posted in Uncategorized