Wealth Strategy Group

06/01/2026

A good reminder on this Motivation Monday that change starts from within!

05/25/2026

As we move into summer, it's important to remember that your actions today affect and actively create the conditions of your life tomorrow. Set up a meeting with us to make sure your summer spending plans still have you on the right track!

05/21/2026

Congratulations to WSG Associate Advisor, Bill Rautiola, on officially earning his Certified Financial Planner (CFP) designation! We are lucky and proud to have Bill on the WSG advisory team.

05/19/2026

Often, the first step towards financial independence is establishing a proper emergency savings fund. What is the ideal amount to have as an emergency cushion?

Often, the first step towards financial independence is establishing a proper emergency savings fund.

05/18/2026

When the winds of life change, remember you have the ability to adjust your sails.

05/11/2026

A good piece of wisdom to consider as you jet off on your summer adventures.

05/06/2026

Even the smartest investors make poor decisions—not because they lack knowledge, but because they’re human.

The biggest threat to your portfolio isn’t volatility. It’s the decisions you make because of it.

As human beings, we naturally have emotions and biases. These biases are ingrained in our thinking and have developed over generations as survival instincts. While they have served us well in many aspects of life, investing requires a very different mindset.

05/04/2026

Attention, everyone! Our May newsletter is now available. Small business owners, you especially won't want to miss this one.

In this issue, we take a look at what's new in the market, retirement strategies as a business owner, smarter summer spending, and some details on Qualified Charitable Distributions (QCDs). Visit https://www.wsginvest.com/monthly-newsletter to read or subscribe, then let us know what you think in the comments below.

05/04/2026

A good reminder to bear in mind as we begin a new month. Happy May!