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 . 22
"Heroes are not known by the loftiness of their carriage; the greatest braggarts are generally the merest cowards."
— Jean-Jacques Rousseau
Monthly Financial Updates
Financial Update for 08 . 2011
Debt. The word hung over global markets like a cloud in July, and Wall Street braced for the shock that could have resulted if Congress didn't raise the debt ceiling by August 2.
Financial Update for 07 . 2011
June was looking pretty bleak. . . but then economic indicators turned surprisingly positive and Greece passed austerity measures that could help it avoid default.
Financial Update for 06 . 2011
There wasn't a lot for Wall Street to get excited about in May. As the buzz of the 1Q earnings season faded, the latest indicators hinted that the economy was losing momentum.
Financial Update for 05 . 2011
The market took most of its cues from earnings in April, and earnings impressed.
Financial Update for 04 . 2011
Would you believe the Dow Jones Industrial Average managed to eke out a gain in March?
Financial Update for 03 . 2011
As a call for democracy spread across the Middle East in February, U.S. stocks posted a nice advance. . .
Financial Update for 02 . 2011
Turmoil in the Middle East didn't stop U.S. stocks from posting a sizeable January advance.
Financial Update for 01 . 2011
December lived up to its promiseas one of the better months of the year for stocks, with the S&P 500 gaining 6.53%.
Financial Update for 12 . 2010
Overseas developments put the pressure on U.S. stocks last month, and the S&P 500 lost 0.23% for November.
Financial Update for 11 . 2010
Stocks do poorly in October – right? Well, they didn't do so poorly in October, 2010, a month in which the S&P 500 gained 3.69%.
Financial Update for 10 . 2010
Who would have guessed that the market would turn around in September? Against the historical norm, that is precisely what happened...
Financial Update for 09 . 2010
For the stock market investor, last month was pretty lackluster – the DJIA suffered its first negative August since 2005...
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.
Additional 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.
