What to Do if the Market Loses Value

By Paul Bullock It’s safe to say we were all caught off guard at the beginning of 2020. Now, two years later, we’ve learned that we can’t predict

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3 Key Retirement Planning Challenges of College Faculty

By Paul Bullock At Wellington Investment Advisors, we work with a lot of university faculty members, and what we have found is that college faculty members are smart,

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5 Reasons Why You Should Not Delay Planning for Retirement

By Paul Bullock Are you procrastinating when it comes to organizing your finances? You’re not alone. Whether it’s insurance planning, putting together an estate plan, or figuring out

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3 Popular Myths About Financial Planning

By Paul Bullock Despite what most people think, a financial plan is not a one-and-done deal. As you move through life and experience changes in your situation and

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Why I Became a Financial Advisor

By Paul Bullock Two things played a role in my decision to become a financial advisor: moving from big-city Chicago to small-town Arkansas as a child and the

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