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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…

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…

Market Review, First Quarter 2017

This report features world capital market performance and a timeline of events for the first 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 and features a quarterly topic….

Market Review, Fourth Quarter 2016

This report features world capital market performance and a timeline of events for the fourth quarter of 2016. 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 diversification. Overview: Market Summary World Stock Market Performance…

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…

Market Review, Third Quarter 2016

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 performance of globally diversified portfolios and the following topics: Overview: Market Summary…

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…

Market Review, Second Quarter 2016

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 performance of globally diversified portfolios and features a quarterly topic. Overview: Market…

Market Review, First Quarter 2016

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 performance of globally diversified portfolios. Overview: Market Summary World Stock Market Performance…

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