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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.


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September 13, 2017

Weekly Market Update for September 11th, 2017

General market news Treasury yields were lower across the long end of the curve last week, with the 10-year at 2.01 percent and the 30-year back to pre-election levels at 2.63 percent. The 10-year Treasury opened Monday at 2.09 percent and the 30-year opened at 2.71 percent. It […]
September 6, 2017

Market Thoughts for September 2017

September 6, 2017

Weekly Market Update for September 5th, 2017

General market news The 10-year Treasury opened Monday morning at 2.13 percent, up from a low of 2.08 percent last week, which was its lowest level since November 10, 2016. The 30-year yield opened at 2.75 percent Monday, up from 2.68 percent last week. The 30-year last touched […]
September 5, 2017

What Does Hurricane Harvey Mean for the Economy and Markets?

  Over the past few days, Hurricane Harvey has left physical destruction and human tragedy in its wake. This record-setting storm will certainly take its place with other major hurricanes, including Katrina and Sandy, in American history. Both Texas and Louisiana have been hit extremely hard by Harvey, […]
August 30, 2017

WSG Mid-year Update

August 29, 2017

Weekly Market Update for August 28th, 2017

General market news The 10-year Treasury opened at 2.16 percent early Monday, down from a high of 2.22 percent last week. This marks the third time in a week that the 10-year has tested the 2.16 percent level. The 30-year yield opened at 2.74 percent, its lowest level […]
August 25, 2017

Weekly Market Update for August 21st, 2017

General market news The yield on the 10-year Treasury opened this Monday at the same level as it opened last week, around 2.18 percent; however, it did spike to as high as 2.28 percent last Wednesday. The 30-year yield opened lower at 2.76 percent after it reached as […]
August 25, 2017

Medicare Basics You Need to Know

The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with the knowledge you need to make better decisions—and avoid costly penalties. Here, we explore key points and address common […]