Quarterly Newsletter

Click to explore

quarterly_newsletter

Quarterly Newsletter

market_commentary

Market Commentary

WAG_blog

Wag Blog

signup

Sign up for our Newsletter

Quarterly Newsletter, October 2019, Issue 64

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. Help us welcome our newest WAG Team member Amanda Fazio, Front Desk Operations Associate, explore a proposed piece of legislation called the SECURE Act and learn about a new software we’ve employed to…

Quarterly Newsletter, July 2019, Issue 63

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 new additions to the Schwab Alliance Website, tips and reminders on your tax situation, and new and exciting ways to view retirement! In this edition: WAG on the Move: Mark…

Quarterly Newsletter, April 2019, Issue 62

Welcome to the latest version of our WAG Quarterly Newsletter! This month is financial literacy month and we have filled our newsletter with information to help you and your family gain more knowledge about financial planning. Don’t forget to check out WAG on the Move to learn about how our WAG family is growing. In…

Quarterly Newsletter, January 2019, Issue 61

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 the 2018 Tax Forms and a lesson on financial health from David Jones, DFA. Don’t forget to check out the client spotlight, where you can learn about the life of…

Quarterly Newsletter, October 2018, Issue 60

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. In this edition, check out our newly added Financial Planning section that discusses whether your risk tolerance changes over time. Don’t miss our client spotlight, where you can learn about the retirement adventures…

Quarterly Newsletter, July 2018, Issue 59

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. In this edition, check out our newly added Retirement Corner that discusses Longevity Planning for retirement and the 8,000 days ahead. Don’t miss our client spotlight, where you can learn about the urgent…

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…

Quarterly Newsletter, January 2018, Issue 57

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 highlights from the Tax Cuts and Jobs Act. Don’t forget to check out the client spotlight, where we believe you will see a very familiar face! In this edition: WAG on…

Quarterly Newsletter, October 2017, Issue 56

We have moved mountains over the last 6 weeks to re-paper all our client’s accounts and transfer their money to our new custodian Charles Schwab. While we are very proud of the hard work our office staff has put in to accomplish this feat, we are also very thankful for the quick response of our…

Quarterly Newsletter, July 2017, Issue 55

Please enjoy our latest WAG newsletter. In this most recent edition you can read about the additions to our staff, including a new baby, marriage, and an intern. Learn about how Mark VanderHagen attended a conference at the Duke University, Fuqua School of Business. We discuss differences between Roth IRAs and similarities between making wine…

Quarterly Newsletter, April 2017, Issue 54

Please enjoy our latest WAG newsletter. In this most recent addition you can learn a little more about our outstanding staff at Wealth Advisors Group, along with tax savings ideas, and how you can get our free mobile app, Wealth AG. Don’t miss our Client Spotllight, where we highlight Imogene Nusbaum-Snyder, who has spent her…

Quarterly Newsletter, January 2017, Issue 53

Welcome to our latest WAG newsletter. In this most recent addition you can learn about the changes in our office over the past quarter, along with valuable information for the coming tax season, and ways in which you can stay on track with your finances. In this addition: WAG on the Move Wedding Bells New…

Quarterly Newsletter, October 2016, Issue 52

Check out the latest WAG newsletter and learn about the exciting things happening at Wealth Advisors Group. In this issue: WAG on the Move New Baby Wedding Bells WAG Giving Back Ronald McDonald House Charity of Northeast Indiana Doggone Best Chili Challenge- Allen County SPCA Parkview Foundation Golf Classic Celebration Tax and Legislation Corner Lower…

Quarterly Newsletter, July 2016, Issue 51

WAG on the Move Mark VanderHagen, LPL Financial Private Wealth Symposium Mark had the privilege of attending the LPL Financial Private Wealth Symposium this May at St. Regis Monarch Beach in Dana Point, CA. This invitation-only symposium brought together LPL’s finest advisors serving affluent families and institutional clients to participate in a focused curriculum addressing…

Quarterly Newsletter, April 2016, Issue 50

WAG on the Move Chris Slyby, Certified Divorce Financial Analyst (CDFA) We are very excited to announce the newest certification that Chris Slyby has added to our knowledge base. Chris has completed the course work and tests to achieve the Certified Divorce Financial Analysts designation. Download the PDF below to read more. Also in this issue…

Quarterly Newsletter, February 2016, Issue 49

WAG on the Move Get To Know The Men Behind Their Financial Advisor Title Ever want to know a little more about your WAG financial advisor? We are starting 2016 off by asking some fun questions of the men we think we know. Also in this issue : Tax and Legislation Corner Technology Update Client…

Quarterly Newsletter, October 2015, Issue 48

WAG on the Move Alex Budzon Named One of Top Twenty Millennials WAG is excited to announce that our own, Alex Budzon, was recognized by Greater Fort Wayne Business Weekly as a winner of its 2015 Twenty Millennials Making a Difference Awards. Read on to learn more about Alex via his Q & A session…

Sign up for our quarterly market review

Please turn your phone.

Start your Journey

Preview our portal

Are you on track?