Terri D’Alie earns business management certificate
Financial Service Group COO Terri D’Allie completes Business Management certificate from Cornell University.
Franksville Beer Garden June 13, 2024 – Client RSVP form
Clients and guests of clients are invited to join us at the Franksville Craft Beer Garden located at 9614 Northwestern Avenue. More info and RSVP here.
FSG Charity Referral Partners – 2024
See our updated list of Charity Referral Partners. Don’t forget, each time you refer someone you know to our office, we’ll make a $100 donation in your name!
Retirement Planning Today course – March 2024
Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The program explores the “big picture” of various personal finance topics and is open to the public.
Client Appreciation Day at UW-Parkside Ranger Basketball Game
Clients and their guests, save the date for February 24 to join FSG at UW-Parkside Ranger basketball event. Seating is limited so reserve your spot early!
December Market Commentary
Provided by our content partner, Advisor I/O, this article provides a look at November and an outlook for December following the FOMC meeting. Maybe there won’t be a recession?
Instructional guide
SCJ-RMSA-Retiree-Reimbursement-Instructional-Guide
Powell on Rate Cuts: Nope
This article is provided by our content partner, Advisor I/O, and provides a summary of the November Federal Reserve meeting and the crazy not-so-fun ride the bond market is taking.
A new era for the economy creates uncertainty: September Recap and October outlook
This article, provided by our partner Advisor I/O, provides a recap of market performance for those of you interested in an investment perspective.
Recent examples of cyber fraud
Cyber fraud happens every day. It’s important to be aware of recent examples and things you can do if you suspect you are a victim.