J.E. Wilson Advisor News
In2007 J.E. Wilson Advisors celebrated 25 years of providing superior and proven financial solutions to our clients. As long as we have been in existence we have always strived to improve upon the client experience that we deliver - and that continues to be the case. In 2007, with the help of a firm called Quantuvis, we will be carefully examining our processes, procedures, utilization of technology and client interactions so as to provide you with with an overall improved client experience.
James Wilson shares his thoughts with The Wall Street Journal on smart use and investing of your 401(k). "Make the Most of Your Benefits Package" (06/25/2006) "Check Your 401(k)" (07/02/2006)
 
Dimensional's 'Passive' Course Pays Off (click here for article) Rex Sinquefield, co-chairman of Dimensional Fund Advisors, retires 33 years after setting out key tenets of the investment strategy. The Dimensions of a Pioneering Strategy The Wall Street Journal's Mutual Funds Monthly Review
J.E. Wilson Advisors, LLC now has another Certified Financial Planner™ to improve your client experience even more! Katie Stokes, is now officially licensed to use the professional marks, CFP® as a result of completing both the examination and the experience requirement. Congratulations, Katie!
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