1. Disclosure Draft

    by Waymark Team | Jul 18, 2014 | Uncategorized | 0 comments All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through National Planning Corporation (NPC), NP…Read More

  2. When Judging Financial Advisers, Look Beyond Annual Return

    by Waymark Team | Apr 20, 2015 | Blog | 0 comments When Judging Financial Advisers, Look Beyond Annual Return- New York Times ANY day now, financial advisers will start sending clients their annual reviews and outlooks along with year end account statements. Both will probably look pretty good. With the 11.4 percent rise in the Standard & Poor’s 500 Index in 2014, chances are most investors …Read More

  3. Carbonfree® Partner Waymark Wealth Management

    by Waymark Team | Jun 17, 2015 | Blog | A good wealth management firm helps its clients get their financial house in order – a great one makes sure its own house is in order, and is accountable to clients and to operational sustainability as well. New Carbonfree® Business Partner Waymark Wealth Management, located in Westborough, MA, does just this. The firm made the commitment to neutralize it…Read More