Newsletters & Blogs
Our trusted Advisors create quarterly newsletters and blogs that are shared with clients & friends.
Concerned That Your Dreams of Retirement May Be Eluding You?
Shelby Morgan, Founder and Principal of W3 Financial Group, shared his expertise with Akron Life and Leisure Magazine regarding a recent 401(k) participant study by Charles Schwab. “According to a recent study* 14% of American workers think it is unlikely and 49% somewhat likely they will reach their retirement goals. At W3 Financial Group, we…
Read MoreUncertain how your financial goals will keep pace with the changing economic landscape.
Our Advisors, Shelby Morgan, Steve Catalano, and Frank Bevilacqua II share their expertise on the subject with Akron Life Magazine. View their feature to learn more about how your financial goals should keep pace with the ever-changing economic landscape. “We realize that uncertainty is one of the biggest stressors we face in life. Although there…
Read MoreHow well are your finances adapting to recent economic changes?
Financial Advisor, Laura Steffey shares her expertise on the subject with Akron Life Magazine. View Laura’s feature to learn more about how well your finances should be adapting to economic changes and making your money work for you. “Recent chnages in the economic landscape such as inflation, higher interest rates, and market volatility- have made…
Read MoreWhat is ESG Investing?
Many investors have the desire to reflect their morals in the way they invest. This demand led to the development of criteria to measure how investments or companies perform in certain categories. These metrics are known by the main categories that are considered- ESG, Environmental, Social, and Governance factors. Environmental factors look at the conservation…
Read MoreWhy Women Need to Plan
By Paulette C. Pasquale,CFP® Whether by choice or chance, women are more likely to manage their own financial affairs and plan independently at some point in their lives. It is no secret that women outlive men, on average by six to eight years. There is also an increase in “grey divorce” which means older-aged couples…
Read MoreThe Hidden Costs of Owning a Second Home
By Paulette C. Pasquale CFP® A second home can be a place where multiple generations can come together and celebrate or a getaway home for a change of scenery. It can be a fitting perk that complements your retirement lifestyle. The obvious costs are easy to compute, but so are the hidden costs if they…
Read MoreRetirement – A Blessing Or A Curse?
By Paulette C. Pasquale,CFP® During these past six months, our lives have been impacted in many ways, some enlightening, some disturbing, and many in between. For some, it is causing them to consider retirement sooner rather than later. Perhaps your job has been eliminated, or perhaps you are concerned about your health with returning to…
Read MoreIt’s a Great Time to Create Your ‘Legal Vault’
During this time of being at home more, now is your chance to finish that project we all put off for later – estate planning. Getting your estate planning documents organized will ensure that your loved ones are protected and that your wishes will be met. You never know what tomorrow might bring. In this…
Read MoreThe CARES Act – How Latest Legislation May Affect You
By Bill Schiffman & Rc Arseneau We understand that there is an overwhelming amount of information and emotions that you may be processing right now and have intentionally chosen not to overwhelm you with messages simply for the sake of activity. However, the recently passed CARES Act does include some financial provisions to provide timely…
Read MoreTax-Loss Harvesting: The Silver Lining of a Down Stock Market
When the market is tumultuous – like it’s been with the coronavirus – it’s easy to get caught up in the frenzy. However, seasoned investors know to find the positive of every situation. Yes, we’re in a bear market, but opportunities may present themselves. One option for investors to capitalize on a downturn is tax-loss…
Read MoreThe Market is Dr Jekyll and Mr. Hyde
The market is an emotional beast. It has always been susceptible to severe mood swings, like Dr. Jekyll and Mr. Hyde. The Dr. Jekyll market is very analytical. It is focused on each particular company’s prospects for the future. Are earnings growing? By how much? Is competition going to benefit or harm the company? Is…
Read MoreSuccession Planning
What is it and why do it? Succession planning is a proactive, strategic approach that allows an owner to exit their business on their own terms. Not all businesses are created equal, and one of the more common misconceptions we’ve seen business owners have is related to the time frame it takes to walk away…
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