Below you'll find current and past information on how Wilson Group Financial Management is working with clients like you to prepare for their unique retirement and financial planning needs.

Weekly Update for 08 . 30
"When there is an original sound in the world, it makes a hundred echoes."
— John A. Shedd

Monthly Financial Updates

Financial Update for 08 . 2010
July is historically a good month for stocks, and July 2010 was no exception. Bulls took back Wall Street, encouraged by earnings reports...

Financial Update for 07 . 2010
June was not a good month for U.S. economic indicators, and therefore not a good month on Wall Street.

Financial Update for 05 . 2010
As the weather warmed up, the market was still pretty hot: the S&P 500 pulled off a 1.48% gain for April.

Financial Update for 04 . 2010
Stocks rocketed north in March. The DJIA, NASDAQ and S&P 500 all advanced between 5.2-7.2% for the month.

Financial Update for 03 . 2010
We saw a very pleasant 180º from January. New M&A action, nice corporate profits and the possibility of a rescue for Greece helped the market.

Financial Update for 02 . 2010
Wall Street had an eye on Washington for much of last month. Anticipation of earnings season gave way to concern over what might happen...

Financial Update for 01 . 2010
Many things went north last month: stocks, retail sales figures, mortgage interest rates, the U.S. Dollar Index, and the prices of many commodities.

Financial Update for 12 . 2009
The Dow climbed 6.51% in November, and the S&P 500 and NASDAQ were nearly as hot.

Financial Update for 11 . 2009
Questions about the strength and speed of the recovery hampered stocks by Halloween, although positive economic news constinued to surface.

Financial Update for 10 . 2009
Wall Street had a great September, concluding its best quarter in 11 years. The rally was substantiated by quite a few economic indicators.

Financial Update for 09 . 2009
Pessimists thought the market would pull back; it didn't. Stocks did well and there was mounting evidence of a real estate rebound.

Financial Update for 08 . 2009
The Dow topped 9,000 during the best July for stocks this decade, and earning reports were often better than expected.

Financial Update for 07 . 2009
Was the recession waning? Or lingering? Were green shoots sprouting? Or just some weeds? Economists (and investors) wondered if the spring rally had gone to far relative to the recovery..

Financial Update for 06 . 2009
While economists gathered to discuss whether or not a recovery was really underway, stocks soared, consumer confidence grew and home sales rose.

Financial Update for 05 . 2009
If the economy was downtrodden, the stock market sure was upbeat - at the end of April, blue chips were wrapping up their best two months since 2003.

Financial Update for 04 . 2009
Stocks gained ground as investors gained back some confidence in the economy and the markets. The Obama administration rolled out a detailed plan to heal bamks, and to GM and Chrysler to shape up or be prepared to struggle on their own.

Financial Update for 03 . 2009
Months ago, Warren Buffett compared the U.S. economy to a great athlete who had suffered a heart attack. February was the month in which a team of financial and political surgeons in Washington worked furiously to try and restore its health.

Financial Update for 02 . 2009
Optimism was evident in America... but not in its financial markets. Wall Street had a tough month, and investors hoped it wasn't a omen for the year.

Financial Update for 01 . 2009
At the start of December, it became official: America had been in a recession for 12 months. Some leading economic indicators provided further confirmation.

Monthly Financial Insights

Financial Insight for 05 . 2010
Did a mistake make a selloff more severe? The Dow Jones Industrial Average settled at 10,520.32 Thursday after a 347.80 loss, with fears over European sovereign debt affecting Wall Street.

Financial Insight for 12 . 2009
Since 1931, there have been more than 12 recessions. During each of these recessions, news headlines have been similar: massive job losses...

Financial Insight for 11 . 2009
Your long-term investment plan is a commitment to your future, and not something to abandon based on downturns in the economy or financial markets. Saving for your retirement and other long-term goals is a practice to stick with through good times and bad.

Financial Insight for 10 . 2009
In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion. Should you do it?

Financial Insight for 09 . 2009
What do you do when you inherit an IRA? Good question. Most people don’t know the rules and regulations pertaining to inherited IRA assets. You should.

Financial Insight for 08 . 2009
In today’s economy, where job losses are common and many are short on cash, credit card balances are on the rise. At the end of 2008, the average credit card debt per household in the U.S. was $8,329.

Financial Insight for 07 . 2009
The current economy has an increasing number of individuals finding themselves suddenly without jobs and/or taking early retirement packages.

Financial Insight for 06 . 2009
If your home is worth less than you owe on it, there are solutions to help balance your finances.

Financial Insight for 05 . 2009
Regardless of how much wealth you have accumulated, estate planning is essential to protect not only your assets after the time of your death, but your loved ones.

Financial Insight for 04 . 2009
With the costs of college tuitions rising at an alarming rate, you can truly never start saving too early for your children’s education.

Financial Insight for 03 . 2009
In plotting your long-term investment plan for reaching a secure retirement, we take into consideration a myriad of factors.

Financial Insight for 02 . 2009
The market’s recent downturns have many investors questioning just how much money they should have stashed in cash reserves for emergencies.

Financial Insight for 01 . 2009
Market conditions over the past several months have most investors jittery about their retirement accounts, wondering if and when they’ll be able to retire.