About WDokken

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So far WDokken has created 4 blog entries.

Social Media Marketing – Projecting Returns

Tracking and modeling the performance of social media marketing is a rapidly growing industry. Valued at $620.3 million in 2014, this industry is expected to be worth $2.73 billion by 2019¹ as corporations and advertisers put more resources behind social media marketing strategies. For financial professionals, the key variables that determine the return – and therefore success […]

By |January 4th, 2016|Toolbox|0 Comments

Retirement Fears

In March 2015, WealthVest conducted two large surveys to better understand how pre-retirees, and retirees, feel about retirement. Below are two questions taken from these surveys.

We asked 1,340 Americans, age 45 and and over, the following question:

What amount of your retirement investments are you comfortable losing?

0% – 54.78%

5% – 20.60%

10% – 16.34%

15% – 3.88%

20% – […]

By |October 20th, 2015|Uncategorized|0 Comments

The 4% Rule – International Success Rates

What is the 4% rule?
The 4% rule gained popularity in 1994, when financial adviser and MIT graduate William Bengen attempted to answer a question brought to him by a number of clients: “How much can I spend in retirement without running out of money?”1.

Bengen looked at U.S. historical data going back to 1926 in order to answer […]

By |October 13th, 2015|Uncategorized|0 Comments

Social Media Usage by Financial Professionals

We have partnered with the National Breast Cancer Foundation for our ongoing social media survey. In addition to $1 going to this great cause for each survey that is completed, everyone who participates will be sent the results in a few short weeks.

Take the 5 minute survey below!


By |October 7th, 2015|Toolbox|0 Comments