Coddington Wealth Advisors

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

Asset Allocation 08/02/2024

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.

Emerging Market Opportunities 07/31/2024

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 07/30/2024

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.

Mapped: The Salary Needed to Buy a Home in 50 U.S. Cities 07/29/2024

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 Is My Risk Tolerance? 07/29/2024

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.

Diversification, Patience, and Consistency 07/26/2024

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.

Where Is the Market Headed? 07/24/2024

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 07/23/2024

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."

Required Reading: The Economic Report of the President 07/22/2024

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.

Key Money Moments: 4 Times You Should Talk to a Pro 07/19/2024

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.

Photos from Paso Robles Wine's post 07/18/2024

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.

Jane Bond: Infiltrating the Market 07/17/2024

[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.

Mutual Funds vs. ETFs 07/15/2024

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.

Alternative Investments - Going Mainstream 07/12/2024

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.

Types of Stock Market Analysis 07/10/2024

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? 07/06/2024

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.

Do Our Biases Affect Our Financial Choices? 07/05/2024

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.

07/04/2024

Happy Independence Day! Today, we honor the courage of our forefathers and embrace the potential for positive change.

07/03/2024

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.

Just a moment...

The Fed and How It Got That Way 07/01/2024

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.

Are You Ready for Your Portfolio to Make a Difference? 06/28/2024

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 Anatomy of an Index 06/26/2024

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.

Investing with Your Heart 06/24/2024

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.

Impact Investing or Philanthropy 06/21/2024

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.

Are Alternative Investments Right for You? 06/19/2024

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.

Investments 06/14/2024

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.

Pullbacks, Corrections, and Bear Markets 06/12/2024

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.

Don’t Be Your Own Worst Enemy 06/10/2024

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.

Saving for College 06/07/2024

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.

How Compound Interest Works 06/05/2024

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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Videos (show all)

What does your dream retirement look like? 🌏 Maybe it's traveling the world or enjoying new experiences. But here's a th...
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Are you banking everything on Social Security for your golden years? 🌅 It's time for a wake-up call! Social Security is ...
A story that hits close to home: Imagine being diagnosed with a serious illness during your term insurance policy and fa...
Think about this: most insurance policies we pay for are based on 'what ifs.' But life insurance? It's different. It's n...
What if I told you that for the cost of your daily gourmet coffee, you could ensure your family's well-being for a lifet...
Remember the challenge of breaking open a piggy bank as a kid? That's the mindset we need for our 401k investments. By p...
Are you prepared for life's curveballs? Emergencies like a flat tire or an unexpected home repair can derail your financ...
Imagine turning $10,000 into $160,000 - that's the power of time and compound interest at work!📊 If you're in your twent...
Thinking of giving more to charity? There's a way!If you're already a charitable donor, why not expand your impact? Cons...
Are you in your mid to late 70s and juggling financial distributions with a desire to give back? There's a little-known ...
Have you ever heard of QCDs? These are not just another financial acronym!Imagine giving to causes you care about while ...

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1440 Draper Street Suite B
Kingsburg, CA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm