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We are pleased to announce that Dick Greco, an advisor with over 30 years of experience, has joined the TSG Wealth Management team. A few years ago, Managing Partner, Mark Schulten, and Dick met during the planning stages of becoming a Wells Fargo Advisors Financial Network...
An employee stock ownership plan (ESOP) is a type of retirement plan that enables employees to have an ownership interest in the company. An ESOP may be a particularly good option for small-business owners who don’t plan to pass the reins to family members when...
Parents with young children might worry about whether they have the right life insurance strategies to take care of their family’s financial needs if they should pass away. But as their children grow into self-supporting adults, they might start to consider whether they still need...
Let’s say you bought shares of stock for $50,000 20 years ago. The company did well, and the stock appreciated so that the shares are now worth $150,000. That would not be an unusual scenario; in fact, an “average” stock that moved with the broader...
Many market shocks, such as the downturn at the end of 2018, are short-lived once investors conclude that the economy is on solid footing. Still, major market plunges such as the 2000 dot-com bust and the 2008–09 credit crisis are powerful reminders that we cannot...
The average transaction price of a new car or light truck was $36,733 in March 2019, up 2.3% from a year earlier.1 New 2020 models will hit showrooms in August and September, and it’s probably safe to say they won’t be less expensive. If cost were not...
On August 14, 2019, the Dow Jones Industrial Average plunged 800 points, losing 3% of its value in its biggest drop of the year. The Nasdaq Composite also lost 3%, while the S&P 500 lost 2.9%.1 The slide started with bad economic news from Germany and...
Most people can only guess how long their retirement savings might need to last. Those who withdraw too much or live longer than expected could eventually run out of money; others may withdraw too little and live more frugally than might be necessary. A qualified longevity...
If you are concerned about the high costs of long-term care but don’t want to purchase traditional long-term care (LTC) insurance, you might consider two strategies that combine permanent life insurance coverage with long-term care benefits. Keep in mind that any payouts for covered LTC...
Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification. Considering these potential benefits, it may not be surprising that an estimated 80 million Americans own REITs in their retirement accounts and other investment funds.1 Of course, like all investments,...