July 2023 Newsletter

The Market Rallies…

After a difficult year in 2022, the markets are off to a strong start halfway through 2023. The market rally has been driven in part by the excitement around artificial intelligence (AI) and its potential impact, as well as an economy that’s been resilient.

Read more

Reflections on our Independence

As we approach the two-year anniversary of becoming an independent Registered Investment Advisor (RIA), I thought it made sense to reflect on the benefits of the change and summarize what has happened over the past 24 months.

Read More

Unmasking the Predators: 10 Common Elder Abuse Scams

Elder abuse scams are unfortunately prevalent, targeting vulnerable older people and attempting to deceive or exploit them for financial gain. Here are 10 common elder abuse scams to be aware of:

Read More

Introducing Charlie Bruckman

Meet our newest Client Relationship Associate, Charlie Bruckman.  A recent University of Michigan – Ann Arbor Economics graduate, Charlie serves as both a Client Relationship Associate and Investment Analyst.  Prior to taking on this role, Charlie also supported our investment and 401(k) teams in a part-time capacity.  We’ve learned that Charlie enjoys time on the lake during the summer, has a strong golf game, and serves as our office’s only Generation Z representative.  We are so pleased to have Charlie on board.

Healthcare Considerations for Multi-State Homeowners

Owning homes in multiple states can present some unique healthcare considerations. Here are some important factors to keep in mind:

Read More

Please contact us if you have any questions or concerns. We hope that you have a wonderful summer.

*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC, doing business as Stephens Wealth Management Group (SWMG), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Stephens Consulting. Please remember that if you are a SWMG client, it remains your responsibility to advise us, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, they are encouraged to consult with the professional advisor of his/her choosing. SWMG is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of SWMG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Please Note: Stephens Wealth Management Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SWMG’s website or newsletter or incorporated herein and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users should be guided accordingly.