facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Fresh content to help you continue 

making great financial decisions

Be the First to Receive Updates

TWG's Q2 2024 Market Update Thumbnail

TWG's Q2 2024 Market Update

Highlights from the deck: - $1 invested into stocks in 1900 would yield over $69,000 of purchasing power in today's dollars. - $1 invested into gold in 1900 would yield $97 of purchasing power in today's dollars. - When stocks go higher in January and February (as they did this year), it typically bodes well for the remainder of the year -- with an average return of up 20% for the year (since 1950). - In election years over the past 30 years, more money has gone into money market funds than stocks (a suboptimal allocation of capital). US companies are expected to grow earnings by more than 10% in 2024 (vs. 2023), and an additional 13% of earnings growth for 2025.

Read More
The Wealth Group Planning Process Thumbnail

The Wealth Group Planning Process

When we work with clients we work through the seven major areas of financial planning for each individual plan. Cash-flow Planning Investment Planning Retirement Planning Insurance Planning Tax Planning Estate Planning Education Planning Each one of these areas plays a critical role in ensuring you maximize each dollar to accomplish your family’s financial goals and we enjoy walking through every one of these parts to the financial plan with our clients.

Read More