Wealth Design Group



3445 American River Drive, Suite B
Sacramento, CA 95864




916-480-0670,,Email: Info@wealthdesigngroup.com


October 2018: Is it Trick or Treat?

Is it Trick or Treat? As your financial advisor for the greater Sacramento area I appreciate the opportunity to chat with you once a month. In this newsletter I only include timely insights, tips and opportunities to help you make sound financial decisions.Halloween is just around the corner.
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August 2018: Be Prepared with Your Money

California fires continue to rage. Our hearts and prayers are with the families being affected and the brave firefighters dealing with them. No one ever wants to consider situations like this happening to them and their loved ones. But we must. Being prepared helps to ensure it never happens, right?The biggest issue after making sure you have the right fire insurance is the importance of cash flow and liquidity.
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July 2018: Celebrating Your Financial Freedom

Being the month of our country’s independence, let’s talk about freedom: Franklin Roosevelt once said: "In the truest sense, freedom cannot be bestowed; it must be achieved." This holds true whether seeking independence from political, religious, or other control. We are grateful to our forefathers for their hard work and willingness to put their lives on the line for the freedoms we continue to enjoy.
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June 2018: Its Summer! How Are Your Finances Doing So Far This Year?

When do you check on your financial well-being? Most people usually do it at the beginning or end of the year, and then of course during tax season. Well, I'd like to propose that we do one right now at the mid-point. It's easy to get caught up in the craziness of everyday life, so summer is a great time to pause and reflect on what you've accomplished so far regards your money.Whether formalized or not, we all have financial goals and aspirations.
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May 2018: Spring into Action with Your Money

The month of May is traditionally a great time for spring cleaning around the house. This also should be a time to "spring into action," and get the four most important questions answered about your money...
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April 2018: The Easter Bunny and Money

Let’s take a moment and talk about money and Easter. It’s a BIG donation week for U.S. Churches for one thing. Statistically speaking, our Easter-related spending will be $18.2 billion as a country. As individuals, we will spend an average of $150! Candy alone will take $2.6 billion and $2.9 billion will go towards other gifts. Most of the balance will be spent on Easter food/dinners and clothes, so we look our Sunday best.
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March 2018: Ten Financial Tips for March

Benjamin Franklin, publisher of the old English proverb "Early to bed, and early to rise, makes a man healthy, wealthy and wise", anonymously published a letter suggesting that Parisians economize on candles by rising earlier to use morning sunlight. He proposed taxing window shutters, rationing candles, and waking the public by ringing church bells and firing cannons at sunrise.
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Mid-March 2018: How Risky Is That Risk Assessment Questionnaire?

"Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas." -Paul Samuelson - Noble Prize Economist If you've ever walked into a financial planner's office or a brokerage firm, chances are you were handed a "risk assessment questionnaire," or something like it.
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February 2018: Super Bowl LII and Your Money

Whether your team won or lost, it was an exciting game filled with incredible offense from both teams. There were few penalties and lots of risky and tricky plays, some that worked and some that didn't work. It reminds me of the stock market. It can be exciting, filled with unexpected turns, and fraught with risk. Investing in the market, however, is not a game.
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January 2018: How to Keep Your New Year’s Resolutions

Each year many of us make New Years Resolutions. In essence, we are promising ourselves that we will change something that may have been habitual for a very long time. On average, by the second week in February, the change is forgotten, and we go back to old habits. Simply making yourself a promise will not create change.
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December 2017: 10 Happy thoughts About Money During the Holidays

Ten thoughts about money for December. Stay sharp out there! 1. The Basics of Annuities. Annuities are unique financial instruments. They can provide a way to accumulate funds for the future and/or systematically distribute those funds over a given period. Annuities are financial contracts issued by insurance companies. Annuity buyers deposit money into the contract in the form of premiums.
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November 2017: The Coming of Winter and Its Impact on Your Money

The winter is here and its time to think of how this season may impact on finances. You may need lots of heating this season – cut down on the overall power bills by ensuring that your system is efficient ahead of the real cold that will be here soon. Winter unfortunately often comes with some medical issues too. This is when people suffer from endless flus and other contagious illnesses.
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October 2017: October Thoughts About Money

Hello! Here are my 10 “out of the box” thoughts concerning money for this month. Take 90 seconds and check them over. Keep sharp my friends.
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September 2017: September Tips to Keep Financially Sharp

Here are this month’s 10 thoughts to consider and keep yourself financially sharp. 1. The market bubbles: The substantial decline in the stock markets in 2002 and 2008 are often referred to as the tech and mortgage bubbles. Do you think another major drop is possible? What will it be called? Political bubble? Are you prepared for the consequences if it does happen?
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