The Wehrly Group BLOG

We help individuals and families pursue their ideal retirements.

Silicon Valley Bank Collapse

March 16, 2023

Is it 2008 all over again? Should we be worried about the financial system collapsing? Deep breath. Let’s discuss. On March 10th, Silicon Valley Bank (SVB), a bank catering to…

SECURE Act 2.0

February 1, 2023

Happy New Year! I hope you had a fantastic end to your 2022 and are feeling refreshed and ready for 2023. I wish I were bringing over some green smoothies…

Avoiding Scam Emails

August 22, 2022

Scams got a big boost during the pandemic and I’ve been hearing about more folks (even very tech-savvy ones) getting caught up. You might think your friends, family, and elders…

Holiday Shopping This Summer

July 21, 2021

Even with lockdowns, fewer parties and reduced travel, the National Retail Federation reports that in 2020, Americans spent $209 billion on holiday-related purchases — averaging about $998 per person.1 If…

Midyear Market Outlooks

July 21, 2021

In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes…

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