2020 January

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Quarterly Newsletter, January 2020, Issue 65

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. This quarter we spent significant time outlining six parts of the SECURE Act that we believe could impact our clients regarding retirement and tax planning. Learn about a new software we’ve employed to…

Market Review, Fourth Quarter 2019

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 and features a quarterly topic. Overview: Market…

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