Blog
Fresh content to help you continue making great financial decisions
Be the First to Receive Updates
Is Dividend Stock Investing a Good Strategy?
tl;dr version: dividend stock investing isn’t inherently good or bad, but it faces an uphill battle in our current growth-stock dominated environment. I have experimented with dividend-focused investing at times through my 20-year investing career. Who doesn’t love the idea of a juicy cash yield hitting your investment account every quarter? Dividends were even etched in our collective consciousness through many
How Much House Can I Afford?
My family has been considering a move at some point in the near future (my wife and I have different definitions of the word “near”). Like many red-blooded Americans (the American Dream and all), I get tempted by the listings that are “just” out of our price range. Before you know it, the “budget” has quietly increased by $50,000 or $100,000 (or
TWG’s Q3 2024 Market Update
You can watch a 6-minute video walkthrough of the key slides from our 3rd quarter market update in the video embedded below. A link to a PDF of the entire slide deck is here. Highlights from the deck:
How Much Do Our Clients Withdraw?
I won’t bury the lede; here is the data: Actual client data for portfolio sizes ranging from $1M to $6M (does not include client data for households below $1M and over $6M). Our clients do an excellent job of remaining well within the “Safe Withdrawal Zone”. Defining this Safe Withdrawal Zone is not an exact science; it’s better to think
TWG’s Q2 2024 Market Update
You can watch a 10-minute video walkthrough of the key slides from our 2nd quarter market update in the video embedded below. A link to a PDF of the entire slide deck is here. Highlights from the deck:
10 Simple Money Ideas for 2024
Consider this list akin to a New Year’s Resolution list, only these items are meant to be [mostly] easy to accomplish. Whenever possible, I included a hyperlink to a past article we’ve written on each subject — in case you want to dig deeper into that subject. 1. Increase your 401k contribution percentage, even if by just 1%. Better yet, turn
How Much Should I Save?
As you build your net worth, your savings rate is the #1 tool in your arsenal. So, how much should you invest for retirement each year? We have long been fans of Vanguard’s annual report titled, “How America Saves“. We last wrote about that Vanguard report in this 2018 blog post. Vanguard hosts 401k plans for ~ 5 million Americans, so the report
Owning Cash Cow Businesses
The Wealth Group’s team of advisors (9 total) meets once per month for an Investment Committee Meeting (ICM). During this time, we: Our team’s investment philosophy of asset allocation remains the same: we don’t put all your eggs in one basket. We build diversified portfolios in a low-cost, tax-efficient manner — while seeking the highest risk-adjusted returns possible for our client families.