Investment Planning

Early 2019 Market Update

Early 2019 Market Update

As a part of The Wealth Group’s systematic investing process we have developed and refined, we update and review your portfolio and the internal holdings on a regular basis. This is an update based on that process, and there is no action required on your end.  

Finding the Next Amazon

Finding the Next Amazon

Most of us have said or thought something like: “If only I had invested in __________, I would have so much money today.” Whether it’s the stock of Amazon, Google, Netflix, or Apple, the growth of these stocks over a long period of time is incredible. But when we examine the historical price movement of these stocks, we see that early investors have endured a bumpy ride.

We Want Profits Higher Than Risks

We Want Profits Higher Than Risks

Meir Statman is a Professor of Finance at Santa Clara University. He has gained increasing acclaim in the financial world for his work in the field of Behavioral Finance. What is behavioral finance? It studies the intersection of our behaviors (which are driven by our thoughts and feelings) and our money.