Reflections on our 35th anniversary
We’re celebrating our 35th Anniversary this year. Michael Haubrich shares his reflections on this milestone event.
What is your vitality plan?
Kay VanNorman, president of Brilliant Aging, shares her insights on retaining your vitality while you age. Interested in learning more from Kay? Let us know and we’ll host an interactive workshop with Kay!
Volunteer Day enriches FSG team members
Read about and see images of Team FSG at work volunteering for Veterans Outreach of Wisconsin at their tiny homes for veterans project.
Donations being collected for Veterans Outreach of Wisconsin
We’re collecting items for the Veterans Outreach of Wisconsin. Check out the list of needed items!
Equifax data breach – what to do if you’ve (likely) been impacted.
By now you’ve heard about the serious data breach of Equifax. Learn how to respond any time you feel your confidential information has been compromised.
Serving older adults and their families
Serving older Adults and their Families was the topic for the annual Summer Gathering hosted by Financial Service Group July 12-13, 2017. The two-day workshop was facilitated by Erika Walker, CEO of Sage Wave Consulting which advises businesses on preparing to serve the growing aging population. Fee-only financial planners from Wisconsin, Minnesota and Illinois used…
Financial Market Overview – Q1 2017
A few comments on the Financial Market performance for Q1 2017
What a market top looks like
The markets have gone up and up and up, and we all know that they won’t go up forever, which means there’s a correction looming somewhere on the horizon.
Be alert for possible phone scammers
Don’t fall victim to phone scams. It’s easy to do and the scammers know how to trick you into providing responses and information that you don’t want them to have!
The election’s impact on your portfolio
Many are wondering what the outcome of the U.S. election holds in store for their portfolios. A historical look and Bob Veres’s industry perspective might help shed some light on the matter.