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Financial Resources

Market Pulse – June 2023

June was a productive month for risk assets with 454 [...]

By dmillet@thewestermangroup.com|2023-07-11T14:37:43+00:00July 11th, 2023|Financial Resources|Comments Off on Market Pulse – June 2023
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Market Pulse – May 2023

May was a relatively calm month when compared to the [...]

By dmillet@thewestermangroup.com|2023-06-05T14:57:00+00:00June 5th, 2023|Financial Resources|Comments Off on Market Pulse – May 2023
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April 2023 – Market Pulse

Following a turbulent March, a calmer April was quite welcoming. [...]

By dmillet@thewestermangroup.com|2023-05-08T22:54:31+00:00May 8th, 2023|Financial Resources|Comments Off on April 2023 – Market Pulse
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March 2023 – Market Pulse

Wow, what a month.  After a down month in February, [...]

By dmillet@thewestermangroup.com|2023-04-07T12:33:45+00:00April 7th, 2023|Financial Resources|Comments Off on March 2023 – Market Pulse
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February Market Pulse and Portfolio Updates

After a surprisingly strong start to the year, the market [...]

By dmillet@thewestermangroup.com|2023-03-05T19:01:06+00:00March 5th, 2023|Financial Resources|Comments Off on February Market Pulse and Portfolio Updates
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2023 Tax Reference Guide

Click here to print or download our handy, 2023 Tax [...]

By dmillet@thewestermangroup.com|2023-02-17T12:44:26+00:00February 17th, 2023|Financial Resources|Comments Off on 2023 Tax Reference Guide
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January 2023 – Market Pulse

After the December slump, the markets started the new year [...]

By dmillet@thewestermangroup.com|2023-02-03T15:26:42+00:00February 3rd, 2023|Financial Resources|Comments Off on January 2023 – Market Pulse
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December 2022 and Year in Review

After making a new 2022 low on October 12th, the [...]

By dmillet@thewestermangroup.com|2023-01-11T22:21:43+00:00January 11th, 2023|Financial Resources|Comments Off on December 2022 and Year in Review
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November 2022 – Market Pulse

For the month of November, the broad market indices were [...]

By dmillet@thewestermangroup.com|2022-12-06T20:27:29+00:00December 6th, 2022|Financial Resources|Comments Off on November 2022 – Market Pulse
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October 2022 – Market Pulse

After the brutal September, the market turned around in October [...]

By dmillet@thewestermangroup.com|2022-11-12T16:21:17+00:00November 12th, 2022|Financial Resources|Comments Off on October 2022 – Market Pulse
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Phone: 330-467-3111 • Fax: 330-467-3112 • Email: info@thewestermangroup.com

Investment Advisory Services are offered directly through The Westerman Group, LLC, a state registered investment advisor. For detailed information, see the firm's ADV on file here.

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