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Quarterly Newsletter, April 2018, Issue 58

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office, as well as tax information on Qualified Charitable Deductions and donor-advised funds. Don’t forget to check out the client spotlight, where you will meet the co-owner of Fort Wayne’s newest brewery, Hop River Brewing…

Market Review, First Quarter 2018

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios. Overview: Market Summary World Stock Market Performance…

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a plan at all. They embark…

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