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TWG’s Q1 2024 Market Update
You can watch a 5-minute video walkthrough of a few key slides from our 1st quarter market update in the video embedded below. A link to a PDF of the entire slide deck is here. Highlights from the deck:
All-Time Highs Again
tl;dr version of this post: all-time highs in the stock market usually mean the stock market will be even higher one year hence. The stock market has been sitting at an all-time high for nearly 30% of its history; it’s quite common. While all-time highs make some investors skittish (because they fear a downturn coming after an all-time high), we advise
Cash Flow Management
As the ground layer of the financial planning pyramid, cash management is the foundation of your financial plan. If you can’t manage what comes in and out every month, then your financial plan won’t have the stability required to be able to focus on the other layers of the pyramid. For those in “accumulation mode” (meaning you are adding to your
Silicon Valley Bank
What makes this failure of Silicon Valley Bank so breathtaking is the speed at which it occurred. With technology enabling faster money movements than ever, banks can see massive outflows in a short period of time, making the timeline from solvency to collapse a short one. A summary of what happened at SVB, via Ryan Detrick: While a novel could be
Secure Act 2.0: What You Need to Know
The Secure Act 2.0 was signed into law on December 29th, 2022. SECURE stands for “Setting Every Community Up for Retirement Enhancement”. While the bill itself is not easy reading, it is important to understand the direct ways in which the legislation affects TWG clients. Below are a few provisions from the bill that impact many of the client families
Exciting News & Updates from The Wealth Group
The Wealth Group has officially opened its second location in Franklin, TN! For many years The Wealth Group (TWG) has explored the possibility of opening a second physical office location. The team has served clients in 30+ states over the years and has seen a large percentage of our upper-Midwest clients matriculate south over time. Many team members spend significant
The Gap and the Gain
A group of our advisors recently read The Gap and the Gain, by Dan Sullivan and Dr. Benjamin Hardy (you can download the ebook for free here, in exchange for sharing your information with them). Our firm has no affiliation with their organization, other than appreciating the great resources they provide. It’s a short book with a simple, powerful message: Instead of
Protecting Your Financial Life
Short version of this article: we have seen an increasing number of our clients encounter attempts at scamming them out of money. If you receive a suspicious or odd phone call or email, do not take any action (such as buying a gift card or providing any of your information) until you talk to a trusted loved one – or
