The Wealth Advisory Group

08/23/2026

https://www.thewealthadvisorygrp.com/blog/college-prep
Sending a Child Off to College: The Financial, Legal, and Practical Checklist Every Parent Needs

07/06/2026

I'm excited to share the summer issue of On Wealth, our new quarterly newsletter for clients and friends of The Wealth Advisory Group.

Each issue, On Wealth brings you a mix of market perspective, planning ideas, and a little seasonal inspiration — all in one place. Here's what's inside this summer's edition:

Market Update — A mid-year look back at how stocks have performed in 2026, plus what we're watching for the second half of the year (inflation, the Fed's next move, and a few other things worth keeping an eye on).

Travel & Leisure — Two of our favorite Maine summer getaways: a lakeside retreat on Sebago Lake and coastal charm along the Kennebunkport coast.

Sports Tip — Why this is the summer to try sailing, with a few easy ways to get out on the water.

Tax Tip — Why mid-year is actually the best time to think about a Roth conversion, and how to know if it makes sense for you.

Summer Recipe — A grilled striped bass recipe with lemon-herb butter that's perfect for a deck dinner or entertaining guests.

To access the full newsletter, click here: https://tracking.us.nylas.com/l/416703a45f794f5fae4102134a94a47a/0/53a82472b4622df716d4f96b51ee062982da071baee37d75af3900ebe75ecc18?cache_buster=1782834440

Feel free to print it out or read it on screen. As always, if anything in here sparks a question about your own plan, I'm just a call or email away.

Enjoy the rest of your summer!

John

06/04/2026

https://www.thewealthadvisorygrp.com/blog/weekly-market-update

Markets Pushed Higher Again. Here's What It Means for Your Portfolio

05/21/2026

Wishing you a safe and meaningful Memorial Day. As we spend time with family and friends, we take a moment to honor America’s fallen heroes, those who gave their lives in service to our country. Their sacrifice and commitment to our freedom will never be forgotten.

04/29/2026

https://www.thewealthadvisorygrp.com/blog/future-indexing-personal-why-direct-indexing-changing-game

Why Direct Indexing is Changing the Game

04/23/2026

03/31/2026

https://www.thewealthadvisorygrp.com/blog/navigating-market-volatility-long-term-perspective

If your advisor recently transitioned or is absent during current market conditions, this is a good time to make sure your plan still aligns with your retirement timeline.

03/26/2026

https://www.thewealthadvisorygrp.com/blog/facing-layoff?fbclid=IwY2xjawQyWCRleHRuA2FlbQIxMQBzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeGZbYcYSMM7eIljak0zJ6aE73hZYU9GDBQEJUeg5ffeVFyvJ_0pYvtFF0AEs_aem_8XZ6dZjbTDOUWVrfVdY6Jw

Facing a Layoff? Smart Financial Steps to Take Before and After the News

03/23/2026

https://www.thewealthadvisorygrp.com/blog/market-volatility-during-and-after-war-what-history-teaches-long-term-investors

When military conflicts dominate the headlines, market volatility often follows. Investors naturally ask the same question: What does this mean for my portfolio?

03/13/2026

https://www.thewealthadvisorygrp.com/blog/using-1031-exchanges-and-delaware-statutory-trusts-transition-active-passive-real-estate

Are you ready to move from an active to a passive real estate investor? We can help!