WEALTH STRATEGY GROUP

 

Creating Clarity & Confidence in Financial Lives


SUCCESS IS IN THE STRATEGY


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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HOW WE HELP

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.

 

WSG Insights

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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, […]
August 5, 2016
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The Future of Retirement

As we learn to embrace technology and integrate it into more of our daily life, it will provide us with new choices and opportunity.  Life is always changing, embrace the change and enjoy a long, happy retirement.
August 2, 2016
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Board Member of SBAM

Contact Jessica Anderegg-Kinonen Telephone (906) 228-3696 Email janderegg@wsginvest.com Website www.wsginvest.com FOR IMMEDIATE RELEASE July 27, 2016 Tegge Joins SBAM board of directors Adding Upper Peninsula representation to the Organization Marquette & Lansing, MI, July 27, 2016– Richard Tegge, President of Wealth Strategy Group (WSG) has been elected to the board […]
August 1, 2016
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Weekly Market Update for August 1st, 2016

General market news The 10-year Treasury yield opened at 1.46 percent early Monday morning after reaching 1.56 percent on Friday. July was a bit of a roller coaster for Treasuries—the 10-year yield hit a new low of 1.31 percent early in the month before going as high as […]
July 29, 2016
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Weekly Market Update for July 25th, 2016

General market news Treasury yields increased marginally, with the 10-year yield opening this Monday morning at 1.58 percent and the 30-year at 2.30 percent. Last week saw minimal volatility in rates compared with the beginning of the month. Led by a 2-percent gain in the technology sector, the […]

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