Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Monthly News

The latest Stephens Wealth Management Group newsletters.

The Demise of Silicon Valley Bank and FDIC Information

As you know, the recent failure of Silicon Valley Bank and Signature Bank has rattled the markets. Silicon Valley Bank was heavily concentrated on technology start-ups and venture capital firms. Many ...
News stories appearing in Newspapers

March 2023 Newsletter

  Snowbird(ing) – It’s a Real Thing… At Stephens Wealth Management, we are committed to supporting clients in all financial endeavors. As collaborative partners, we listen to ...
News stories appearing in Newspapers

February 2023 Newsletter

    Financial Resolutions for 2023 The beginning of the year is a great time to set and review your financial goals. Thinking through and creating a plan can go a long way towards achieving ...
News stories appearing in Newspapers

4th Quarter 2022 SWMG Newsletter

  Reflections on 2022 and What’s Ahead First, welcome to 2023. We wish our clients and partners a happy, healthy 2023. We have many great plans for the year, including a monthly (vs quarterly) ...
Impact of a strong dollar

3rd Quarter Capital Market Review

The third quarter brought continued market weakness due to concerns about high inflation and the Federal Reserve’s interest rate increases to slow the economy. The Fed has now raised interest rates ...
News stories appearing in Newspapers

3rd Quarter 2022 SWMG Newsletter

Economic Update It’s been a rocky year for investors for most of 2022 with stubbornly high inflation, rising interest rates, recessionary fears, and the continued war in Ukraine. The market has ...

2nd Quarter Capital Market Review

The difficult start to the year for the markets continued into the second quarter with high inflation, global growth fears, geopolitical concerns, rising interest rates and worries that a recession ...
News stories appearing in Newspapers

2nd Quarter 2022 SWMG Newsletter

Economic Update (Jason Guenther) High inflation, global uncertainty, rising interest rates, supply chain issues and the war in Ukraine have all contributed to this year’s market downturn and negative ...

1st Quarter Capital Market Review

Volatility returned in the first quarter of 2022 after a historically calm 2021 amid war, rising inflation, oil prices and higher bond yields. The markets started the year with a downturn in January ...
News stories appearing in Newspapers

1st Quarter 2022 SWMG Newsletter

We have had a much different market experience in 2022 compared to last year. Through the end of the first quarter, the S&P 500 is down 4.6% after ending 2021 near all-time highs. The COVID ...
Woman holding piggy bank

Young Women are Investing Earlier

Women are making money moves where it counts.  According to a recent study from Fidelity, young women are beginning to invest almost a decade sooner than those from previous generations, and are ...
Market News

Market Update – February 2022

Market Update: Russia Invades Ukraine   The recent market volatility due to the Federal Reserve’s communication of raising interest rates due to inflation has been amplified by recent ...
passing the torch

4th Quarter Capital Market Review

Stocks had another strong year in 2021 with rising consumer demand driven by the reopening of the global economy and record corporate profits. The S&P 500 (US large cap stocks) was up 28.7% led by ...
News stories appearing in Newspapers

4th Quarter 2021 SWMG Newsletter

This past year served as a continuation of the bull market, which began in mid-2020.  Stimulus packages from Congress and efforts by the Federal Reserve to provide liquidity boosted the markets.  Once ...

3rd Quarter Capital Market Review

Volatility returned to the markets in the third quarter after strong performance in the first half of this year. Stocks finished the third quarter generally lower amid surging COVID cases with the ...
News stories appearing in Newspapers

3rd Quarter 2021 SWMG Newsletter

For the first time in several months, September has brought more volatility in the U.S. markets.  We had  the first 5% pullback we have seen in many months. Normally we would experience a few ...

2nd Quarter Capital Market Review

The markets continued their upward trajectory during the second quarter. Investors continued to look past COVID-19 and anticipate a sustained recovery in corporate earnings as the economy bounces back ...
News stories appearing in Newspapers

2nd Quarter 2021 SWMG Newsletter

The economic recovery is on very solid ground and stronger than many expected.   For the first quarter, our economy grew 6.4% as measured by GDP*.  Second quarter growth could well be in double digits ...
this is an image DNA to show growth

1st Quarter Capital Market Review

Stocks surged higher in the first quarter with the ongoing coronavirus vaccine rollout and a larger than expected government stimulus. The markets rallied with the hope of a quicker return to normal ...
News stories appearing in Newspapers

1st Quarter 2021 SWMG Newsletter

So far in 2021, we have seen a big shift in market dynamics. As we have noted, a handful of very large growth companies like Apple, Google, Netflix, Amazon, and Facebook have dominated the market ...
coronavirus germs being washed away with a beautiful sunset behind

4th Quarter 2020 Capital Markets Review

2020 may be a year that you would like to forget, but it turned out to bode well for investors. A significant part of the returns from last year came from the performance of large cap technology ...
News stories appearing in Newspapers

4th Quarter 2020 SWMG Newsletter

Where do you begin to summarize a year like 2020? A global pandemic, extreme weather and natural disasters, remote work and school, historically volatile markets, and a hotly contested presidential ...
person looking at stocks on a computer

3rd Quarter 2020 Capital Markets Review

The stock market has been on a wild ride so far in 2020, having had the fastest decline from record highs to a bear market as the coronavirus pandemic set in and the economy ground to a halt. We then ...

3rd Quarter 2020 SWMG Newsletter

After a sharp decline in Gross Domestic Product in the second quarter of 2020, (down approximately 33%), a significant recovery projected to be about 25% followed in the third quarter. Many industries ...


5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

"Leave Nothing
To Chance."


712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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.  Important Disclosure