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Blog

Matt Breimayer | Oct 29, 2023

How does the economy look to you?

Investments
Inflation
Interest
Economy
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
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Matt Breimayer | Aug 9, 2023

Is a recession still coming?

Investments
Inflation
Interest
Interest rates are going up, but inflation is going down. Are we going to see a recession? Let’s discuss.
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Parent reading a book to their newborn child
SPI Financial Group | May 11, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Toddler standing at the bottom of a stone staircase
SPI Financial Group | May 11, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
SPI Financial Group | May 11, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Traverse City MI 49685

P | 231-714-5077

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E | Solutions@SPIFinancialGroup.com

 

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). SPI Financial Group, JWC & JWCA are separate and unaffiliated entities.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

 

 

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