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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…

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…

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