The Welch Group

2019 Financial Checklist

Financial Checklist for the New Year

The New Year always gives us a sense of new beginnings and an opportunity to create positive results for ourselves, family, friends and community.  It’s the perfect time to reset the course of our financial lives.  Here’s a checklist of things you should consider: ⃝ Traditional or Roth IRA contribution for 2018.  If you’re eligible to […]

Investing for 2019

As investors, we’re pretty happy to see 2018 come to an end.  This has been a year marked by stock market volatility for numerous reasons including trade wars, rising interest rates, Brexit, etc.  The big question is, “What’s in store for 2019 and what should I (as an investor) do about it?  Here’s what some […]