Real relationships. You decide. World Trend Financial is a registered investment advisory firm. What does that mean for you? It means you have a fiduciary in your corner.
Learn More
As you move through your adult years, different areas take priority along the journey. At World Trend Financial, we tailor our services to what is important for the stage you are currently in, with an eye towards your future. What stage are you in today?
Learn More
Our online community is free to join, and gets you access to a library of presentations, articles and videos. Sign up today!
Join Today
Through June 2022 the S&P 500 was down over 20%. This means Roth IRAs are on sale. If you have never considered a “Roth Conversion” now may be the time to reach out to your advisor. Continue reading on what this could mean for you.
Couples consistently report finances as the leading cause of stress in their relationship. Here are a few tips to avoid conflict with your long-term partner or spouse.
After 35 years of service with World Trend Financial and Terry Lockridge & Dunn, Diane Altschwager will retire on July 10th.
These days we need to do all we can to boost our retirement savings, and tax breaks can help. To build your individual retirement account and maximize your potential savings, consider these IRA moves.
Retire Early and Thrive!
September 2020 Webcast Recording
World Trend Financial offers investment advisory services.
Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563) 326‐2064.
Member FINRA/SIPC.
World Trend Financial and Ausdal Financial Partners, Inc. are independently owned and operated.
