Month: October 2014

Winter Preparation Checklist

Presented by Rich Tegge         Are you ready for colder weather and the end-of-the-year rush? Consider using some of these tips to help you save money and time as winter approaches. Ready your home and car Your house and vehicle can be costly to repair if you don’t keep them in shape. Winter Preparation Checklist

Market Volatility

Brad McMillan, Commonwealth Financial Network’s chief investment officer, provides an update on recent market drops and volatility.  Follow Brad at http://blog.commonwealth.com/independent-market-observer

Market Thoughts for October 2014

Brad McMillan, Commonwealth Financial Network’s chief investment officer, provides an update on the difficult quarter-end for the markets, international volatility, and the status of the U.S. economy. Follow Brad at http://blog.commonwealth.com/independent-market-observer.

PIMCO and Bill Gross Departure

“Recently, Bill Gross resigned abruptly from PIMCO to join Janus Capital as a portfolio manager.  In the talking points below, we offer our perspective on the changes, explain their implications, and discuss how these issues could inform our thinking about investing PIMCO funds in the future….” Download the PDF for the full article:

Retirement Planning Process

WSG prides itself on our unique Retirement Planning Process. Let us show you how we can assist you in planning for your dream retirement.


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