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Market Review, Third 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 and features a quarterly topic on the…

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…

Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker…

The Role of International Investments

As of late, we have been receiving questions about the role of international investments. These questions have led to some great conversations. As a firm, we make it a priority to respond thoughtfully and thoroughly. As part of this response process, we have compiled a short educational guide detailing how international investments are an essential…

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…

Market Review, Second Quarter 2018

Wealth Advisors Quarterly Market Review Second 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…

The Impact of Inflation

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore,…

E+R=O, A Formula for Success

“The important thing about an investment philosophy is that you have one you can stick with.” -David Booth, Founder, and Executive Chairman, DFA Our affiliates at DFA recently published an article entitled ‘E+R=O, a Formula for Success’. The article talks about how combining an enduring investment philosophy with a simple formula that helps maintain investment…

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…

Recent Market Volatility

February 2018 After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From February 1–5, the US market (as measured by the Russell 3000 Index) fell almost 6%, resulting in many investors wondering what the future holds…

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…

Market Review, Fourth Quarter 2017

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…

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, negative,…

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…

Market Review, Third Quarter 2017

This report features world capital market performance and a timeline of events for the third quarter of 2017. 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…

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events…

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…

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