WEALTH STRATEGY GROUP

 

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Wealth Strategy Group is an INDEPENDENT financial advisory, wealth management, and consulting firm.

As independent professional advisors, we offer you personalized retirement planning, wealth management, and investment strategies.


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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 9, 2016

Market Update for the Month Ending August

September 8, 2016
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Market Update for the Month Ending August 31, 2016

World markets resilient in August Global markets ended August slightly positive, as early gains were partially offset by volatility toward month-end. U.S. equity markets posted small increases in August. The S&P 500 Index closed the period up 0.14 percent, the Dow Jones Industrial Average was up 0.26 percent, […]
September 1, 2016
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Weekly Market Update for August 29th, 2016

General market news The yield on the 10-year Treasury jumped as high as 1.63 percent after Federal Reserve Chair Janet Yellen’s speech on Friday, yet it was as low as 1.53 percent as the market tried to assess the meaning of the language in her speech. On Monday […]
August 31, 2016

Target Date Funds

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August 23, 2016
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Weekly Market Update for August 22nd, 2016

General market news The 10-year Treasury yield opened at 1.59 percent early Monday and quickly dropped to 1.54 percent. (It had opened last Monday at 1.50 percent.) The range of 1.58‒1.60 percent seems to be the ceiling for the 10-year, and we think this could continue for some […]
August 11, 2016
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Weekly Market Update for August 8th, 2016

General market news The 10-year Treasury yield opened at 1.59 percent early Monday morning, after starting last week at 1.45 percent. The decent unemployment numbers released on Friday account for much of the move higher. The 30-year yield opened at 2.30 percent, up from 2.18 percent last Monday, […]
August 8, 2016
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Market Update for the Month Ending July 31, 2016

Markets move up around the world Equity markets around the world performed well in July, as positive U.S. economic developments combined with less-negative-than-expected international news to drive renewed investor confidence. The S&P 500 Index ended the month up 3.69 percent, while the Dow Jones Industrial Average gained slightly […]
August 5, 2016

Market Thoughts for August, 2016

Monthly Updates on Vimeo Brad McMillan, Commonwealth’s CIO, discusses the markets and economy in July. Both domestic and international markets had a strong month. Improving fundamentals, including job growth and consumer spending, helped boost investor confidence. Still, economic growth in the first half of the year was disappointing, […]

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