Blog

Weekly Market Commentary January 22, 2019

The Markets

We’re off to a good start.

Investors who remained steady during December’s wild ride are probably pleased with their decision as stocks have gotten off to a strong start in 2019. Unfortunately, those who reduced their exposure to the asset class may be feeling the sting of missed opportunity.

Last week, the Dow Jones Industrial […]

By |January 24th, 2019|Newsletters|Comments Off on Weekly Market Commentary January 22, 2019

Weekly Market Commentary January 7, 2019

The Markets

Investors will think of the last quarter of 2018 for years to come, but they won’t remember it fondly. The Economistdescribed it like this,

“After a rotten October and limp November, the S&P 500 tumbled in value by 15 percent between November 30th and December 24th. Despite an astonishing bounce of 5 percent the day […]

By |January 11th, 2019|Newsletters|Comments Off on Weekly Market Commentary January 7, 2019

Oktoberfest 2014 Event at Wolf Creek Brewery

It was a balmy, fall evening at 6 pm., October 7th, 2014, when the Wealth Planning Group (WPG) held its 2nd annual Oktoberfest at the Wolf Creek Brewery Tasting Room.

WPG hosts greet guests with a smile, warm handshake, beer tickets, and a snazzy WPG souvenir glass.

Guests enjoyed award-winning adult beverages, such as Howlin’ Hefeweizen […]

By |October 16th, 2014|Events|Comments Off on Oktoberfest 2014 Event at Wolf Creek Brewery

Annual paper shredding party a success

On Wednesday, May 14, 2014, at 5 p.m., Jim and Chris hosted the Wealth Planning Group’s annual Paper Shredding Party.

WPG’s friends and neighbors arrived with pickup trucks, cars, and dollies full of boxes stuffed with paper for the shredding truck. As boxes were emptied into rolling carts and wheeled to a shredding truck, party-goers […]

By |June 27th, 2014|Events|0 Comments