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Wealth Management Firm


Somerset's January Newsletter
In the Newsletter: January's Macro Economic Overview Rates Start Their Steady Climb Equity Markets Surprised Many in 2021 States That...
somersetgroup
May 9, 20221 min read


Somerset's December Newsletter
In The Newsletter: December's Macro Economic Overview IRS Introduces New Tax Brackets & Standard Deductions For 2022 Rates In Flux As...
somersetgroup
Jan 6, 20221 min read


Somerset's November Newsletter
In The Newsletter: November's Macro Economic Overview Major Indices Reach New Highs In October Short Term Rates On The Rise OECD Sees An...
somersetgroup
Jan 6, 20221 min read


Somerset's October Newsletter
In The Newsletter: October's Macro Economic Overview Volatility Returns As Uncertainty Prevails Rates Head Higher Median Household Income...
somersetgroup
Oct 8, 20211 min read


Somerset's September Newsletter
In The Newsletter: September's Macro Economic Overview Global Equities Stay Steady In August Bond Yields Starting To Feel Pressure...
somersetgroup
Oct 8, 20211 min read


Somerset's August Newsletter
In The Newsletter: August's Macro Economic Overview Stocks Advance Cautiously In July Rates Pulled Back In July 65-Year-Olds Projected To...
somersetgroup
Aug 17, 20211 min read


Somerset's July Newsletter
In The Newsletter: July's Macro Economic Overview Equity Indices Post Positive Second Quarter Rates Cease Upward Trend Going Out To...
somersetgroup
Aug 17, 20211 min read


Somerset's June Newsletter
In The Newsletter: June's Macro Overview Inflationary Pressures Affect Equities Fed Tapering is Concerning Bond Markets Travel Picks Up...
somersetgroup
Aug 17, 20211 min read


Somerset's May Newsletter
In The Newsletter: May's Macro Economic Overview Inflation Acknowledged By Bond Markets - Fixed Income Overview Equities Maintain Some...
somersetgroup
May 11, 20211 min read


Somerset's April Newsletter
In The Newsletter: April's Macro Economic Overview Markets Gain On Optimism - Equity Overview Yields Continue To Move Upward - Fixed...
somersetgroup
Apr 16, 20211 min read


Somerset's February Newsletter
In The Newsletter: February's Macro Economic Overview Volatility Returns To Markets - Domestic Equity Update Rates Rise With New Year -...
somersetgroup
Feb 5, 20211 min read


Somerset's January Newsletter
In The Newsletter: January Macro Economic Overview - The lingering effects of COVID-19 heading into 2021. Markets Remained Resilient In...
somersetgroup
Jan 12, 20211 min read


Somerset's October Newsletter
At Somerset, we will guide you through a personalized risk-managed plan to navigate our current and future economic and market...
somersetgroup
Oct 19, 20201 min read


Don't Rely Solely on Social Security!
According to the Social Security Administration, funds may run out as soon as 2035. After the trust runs out, eligible retirees will only...
somersetgroup
Sep 30, 20201 min read


Beware of the High Fees in 401(k) Plans
401(k) plan fees can reach 3% or more annually. Yet most people are unaware of these imbedded fees! Somerset Group will help you navigate...
somersetgroup
Sep 29, 20201 min read
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