Tschetter Group Tschetter Group Client Portal

“The stock market is a device for transferring money from the impatient to the patient.”  – Warren Buffet Spring greetings! This morning’s view of our boulevard reminds me that spring is indeed here, as the newly emerged chestnut leaves provide a beautiful filter for the morning sunlight through their canopy. Quite a contrast to our current season in…

Continue Reading
Recent Posts

Team Update – Celebrating New Opportunities!

Culture and Values | Optimism

We’re excited to share a team update and celebrate Kelli Porter, Ailyn Castillo, and Eli Gripp as they step into new roles at Tschetter Group. Kelli will be joining our leadership team in the newly created role of Director of Planning & Service. In her five-plus years with Tschetter Group, Kelli has been instrumental in…

Continue Reading

Holding Steady

Culture and Values | Market Content

The stock market, as represented by the S&P 500, began 2025 on a positive note advancing nearly 5% through mid-February and hitting an all-time high of 6,147.  The market then proceeded to enter correction territory (defined as a 10% decline from the most recent peak) through March 13th.  We recognize this downturn caught many off…

Continue Reading

2025 Tax Season Updates & Key Deadlines

Planning

2025 Tax Season Updates & Key Deadlines As we bid farewell to January, we hope your month was filled with positivity, productivity, and perhaps a few moments of well-deserved relaxation. As part of our commitment to proactive service, we want to provide you with important updates on the timeline for tax documents, retirement contribution deadlines,…

Continue Reading

Boundlessly Creative

Culture and Values | Market Content | Optimism

  “Creativity is intelligence having fun.” – Albert Einstein   As we close 2024 and look ahead to this new year, our team is immensely grateful for your trust and engagement in this partnership journey as we work to cultivate and fulfill your unique intentions for wealth. Thank you.   We’re also happy to report…

Continue Reading

2024 Year-End Insights & 2025 Outlook

Optimism | Planning

2024 Year-End Insights & 2025 Outlook As 2024 draws to a close, we want to help you tie up loose ends, meet important deadlines, and set the stage for a successful year ahead. Below, we’ve outlined key financial dates and updates to keep in mind as you finish the year strong and prepare for 2025.…

Continue Reading

The World Keeps Spinning, Maybe Too Fast

Market Content | Optimism

The United States of America has survived another presidential election, and we are confident in the smooth transition of power come January.  Most domestic stock market indexes (e.g., the Dow Jones, S&P 500, Russell 1000, etc.) are trading near all-time highs and continuing their upward movement seen over the past two years.  As we opined…

Continue Reading
More Posts 1 2 3 4 5 6 7 8 9 10 11 12 13 14