Market Update The economy has proven to be stronger than many people expected in 2024, thus helping to drive the markets to new all-time highs. This year has been the best start to a presidential election year on record for the S&P 500. Read More Client Appreciation – August 15th We hope you recently …
Monthly News
June 2024 Newsletter
Scams to Look Out For The following list of scams was provided by Cameron Huddleston (cameronhuddleston.com). You may recall Cameron from the webinar she recorded with us on family financial conversations. Read More Staff Spotlight Take a few minutes to learn more about Jason Guenther in this months Team Spotlight. Read More …
May 2024 Newsletter
What is your Financial Literacy? Take a short financial literacy assessment to potentially learn something new. Pass it along to friends and family to raise everyone’s financial IQ. Read More Sherri Speaks at the UM Flint – School of Management On Thursday, April 11th, Sherri gave a presentation to several students and faculty members …
April 2024 Newsletter
Q1 Market Insights The markets had a strong start to the year, with the S&P 500, Nasdaq, and Dow Jones each hitting all-time highs in the first quarter. In fact, the S&P 500 has reached 17 new record highs so far this year. The economy has remained resilient with low unemployment, strong consumer spending, and …
March 2024 Newsletter
Optimize Retirement Savings While Working You may know that in addition to providing wealth management services to individuals and families, we support business owners with a variety of retirement savings plans for themselves and their employees. These include cash balance, 401(k), and Simple IRA plans. In total, we provide advisory services to business owners and …
February 2024 Newsletter
Join us for International Women’s Day Every year we try to do something of meaning for our women clients, partners, and community members. This year’s program will be on Friday, March 8th at Warwick Hills Golf & Country Club. Our goal is to build a community of women who are empowered by their financial knowledge …
January 2024 Newsletter
2023 Market Recap & 2024 Outlook Last year was a surprisingly strong year for the stock market driven by moderating inflation and an AI (artificial intelligence) boom. However, 2023 was really a tale of two markets Read More Tax Planning Changes on the Horizon Many of you may be aware of the potential …
December 2023 Newsletter
2023 Highlights As we bring yet another year to a close, our team collectively reflected on the work we’ve done on behalf of and in partnership with clients in 2023. It has been a year of significant change for some Read More Festival of Trees The SWMG team was eager to participate in …
November 2023 Newsletter
Year-End Tips for Financial and Personal Wellness Financial Advisor, Jessie Schlanderer Whether you’re someone who diligently sets and follows your New Years’ Resolutions or are looking to play a little catch-up before the holiday hustle, click below for some tips to wrap up 2023 on a high note: Read More Social Security Updates …
October 2023 Newsletter
Economic & Market Update It has been a generally positive year for the stock market. Most analysts had entered the year forecasting a recession, but the economy has been fairly strong overall as consumers have continued spending. Much of the gains this year can be attributed to a handful of large technology stocks and the …