Learn about our tools
Our goal is to simplify your financial life. By walking you through our process, we create a personalized plan together to achieve your financial goals.
Find out more about our interactive online tool, WSG360°.
Our content network for tools, videos, and educational articles.
May 15, 2020
Pandemic Slowing, Economy Reopening, and Markets Reassessing Presented by Rich Tegge In the past week, we’ve had some good news. To start, there has been continued and even accelerated progress with the pandemic, and it looks like we could be approaching “phase 2.” Plus, the economy has […]
April 24, 2020
Presented by Rich Tegge In the past week, we’ve seen signs of progress in the coronavirus pandemic. As such, it’s a good time to evaluate where we are with containing the virus—and what comes next for the markets and economy. Let’s start with taking a look at the […]