WEALTH STRATEGY GROUP

 

Creating Clarity & Confidence in Financial Lives


SUCCESS IS IN THE STRATEGY


Wealth Strategy Group is an INDEPENDENT financial advisory, wealth management, and consulting firm.

As independent professional advisors, we offer you personalized retirement planning, wealth management, and investment strategies.


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HOW WE HELP

Whether you engage us for WEALTH MANAGEMENT, RETIREMENT PLANNING, or 401k ADVISORY SERVICES, the steps remain the same. The only difference is the type and level of detail needed to accomplish your goals.

 

WSG Insights

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May 23, 2017

Weekly Market Update for May 22th, 2017

General market news The yield on the 10-year Treasury opened at 2.23 percent on Monday. This was up from last Thursday’s low of 2.17 percent but considerably lower than its recent high of 2.42 percent. The yield on the 30-year Treasury opened at 2.90 percent, down from 3.04 […]
May 17, 2017

Weekly Market Update for May 15th, 2017

General market news The yield on the 10-year Treasury opened at 2.33 percent on May 15, after being as high as 2.42 percent the prior week. The yield fell in reaction to news that the U.S. Consumer Price Index rose 0.2 percent in April, a sign that inflation […]
May 4, 2017

Market Thoughts for May 2017

May 1, 2017

The Trump Tax Proposal: What You Need to Know

  This week, the White House unveiled its tax plan, proposing to cut taxes across the board, relieve millions of people from paying income taxes, and streamline filing—all while keeping the budget in balance (or at least not making the situation worse). But are the plan’s promises possible to […]
April 21, 2017

Weekly Market Update for April 17th, 2017

General market news The yield on the 10-year Treasury opened at 2.20 percent Monday morning, its lowest level since last November. It took roughly three days for the 10-year to move from 1.82 percent to 2.20 percent following the election on November 7; as rates currently have momentum, […]
April 19, 2017

Insights From Our Chief Investment Officer

April 16, 2017

Last Quarter Market Update Webinar

                                                        click below to register http://https://event.onlineseminarsolutions.com/eventRegistration/EventLobbyServlet?target=registration.jsp&eventid=1404077&sessionid=1&key=B8FAC053E9380DCBB18DA57AFD72B5A7&sourcepage=register
April 8, 2017

Market Update for the Quarter Ending March 31, 2017

General market news   U.S. equity markets had a very strong first quarter, despite mixed results for March itself. For the month, the Dow Jones Industrial Average lost 0.60 percent, while the S&P 500 Index and the Nasdaq gained 0.12 percent and 1.57 percent, respectively. For the quarter, […]

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