Coddington Wealth Advisors
We help simplify your financial life and provide you the freedom to focus on your passions and be confident about your future. Member FINRA & SIPC.
The financial consultants of Coddington Wealth Advisors are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed
You've allocated your assets; you just may not realize it yet.
Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
If you'd like to participate in emerging markets, what are your options?
Emerging Market Opportunities What are your options for investing in emerging markets?
How to Stop Cognitive Decline from Wreaking Havoc on Family Finances Creating a financial cheat sheet and building a network of experts are among the tactics that advisors say can help families whose loved ones are confronting cognitive issues.
Housing Costs, Inflation, and Interest rates have recently pinched homes affordability. See how it compares across the country.
Mapped: The Salary Needed to Buy a Home in 50 U.S. Cities As the cost of home ownership nears record levels, we show the household income required to buy a median-priced home in 50 U.S. metro areas.
What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.
What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk.
This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.
Diversification, Patience, and Consistency Three important factors when it comes to your financial life.
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Saying 'Yes' to Everything Leads to Failure — Here's How to Avoid the Trap of Overcommitment Discussing the dangers of overcommitment and practical strategies to master the art of saying "no."
Every year since 1947, the U.S. President pens an economics textbook.
Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
Key Money Moments: 4 Times You Should Talk to a Pro Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
We are happy to be members of the Paso Robles Wine Country Alliance. It is very exciting that they are bringing Paso Robles to us here in the Central Valley. If you plan to attend, text "paso" to us at 559 206 4676 to receive a discount on your tickets. We look forward to seeing you there.
[Video] Agent Jane Bond wants you to know about the basics of the .
Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Considering alternative investments? It’s critical to sort through the complexity.
Alternative Investments - Going Mainstream Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
Types of Stock Market Analysis Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Can a grandparent pay a grandchild's tuition directly to the college without any gift tax issues? Grandparents can pay tuition directly to a college and avoid federal gift and generation-skipping tax.
Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting their financial choices.
Happy Independence Day! Today, we honor the courage of our forefathers and embrace the potential for positive change.
Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.
How familiar are you with the Federal Reserve? Here is a quick history.
The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how to make a social impact with your investments? Read more now.
Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you.
The S&P 500 is ubiquitous. Ever wonder how it works? &P500
The Anatomy of an Index The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Concerned about the social impact of your investments?
Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.
When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
Impact Investing or Philanthropy This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Considering alternative investments? It’s critical to sort through the complexity.
Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity.
The you’ve made in your life so far have helped prepare you for the future. We can help, too.
Investments You’ve made investments your whole life. Work with us to help make the most of them.
What do you need to know when the market experiences volatility?
Pullbacks, Corrections, and Bear Markets When the market experiences volatility, it may be a good time to review these common terms.
When it comes to investing, you may be your own worst enemy.
Don’t Be Your Own Worst Enemy Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
Saving for College This calculator can help you estimate how much you should be saving for college.
Compound interest can dramatically impact the future growth of your assets. Learn more.
How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.
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Address
1440 Draper Street Suite B
Kingsburg, CA
Opening Hours
Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |