Publications

The value investment philosophy is the core belief that guides Wendl Financial in its investment decision making for our clients.  The philosophy involves buying securities that appear undervalued relative to its current trading price.  Securities that trade at a discount to net current asset value (sub-liquidation value), low price-to-earnings ratio stocks or high dividend yielding shares are all examples of classic value investing candidates that are included in our client portfolios under management.   Our publications listed below are used to educate our clients and potential prospects on the merits of the value investment philosophy used everyday at Wendl Financial, Inc.   

Using a High-Dividend Yield Stock Selection Criterion to Maximize Investor Satisfaction Levels during Secular Bear Markets

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ASSET MANAGEMENT
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Whether it's newly inherited money or a 401(k) rollover at retirement, Wendl Financial is there to help you manage your assets.

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RETIREMENT PLANNING
We'll help you answer all the questions below not by selling you a product, but by providing objective advice to plan for a ...

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FINANCIAL PLANNING
The financial planning process involves sitting down with the client and gathering the necessary information to make ...

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Securities offered through Consolidated Financial Investments Inc. Member NASD, SIPC.
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