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Strategic Wealth Blog

Investment topics, legislative updates and financial planning tips to help you stay informed on how best to strategically grow your wealth.

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Retiring in a Volatile Market: Control What You Can

August 23, 2022

How can market volatility impact your retirement plans? Learn tactics to optimize your strategy no matter what stage you are in on your retirement journey.

Continue Reading… Retiring in a Volatile Market: Control What You Can

Women and Money: An Evolved Approach

August 18, 2022

As a woman investor, it is important to partner with a financial advisor who understands your unique needs and perspectives.

Continue Reading… Women and Money: An Evolved Approach

Mistakes are Expensive: Financial Planning for Gen X and Gen Y

July 6, 2022

Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of manageable assets. For many people, their first engagement with a financial advisor was when they needed to create a retirement income plan. The…

Continue Reading… Mistakes are Expensive: Financial Planning for Gen X and Gen Y

Estate Planning for Small Business Owners

March 21, 2022

Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope to create…

Continue Reading… Estate Planning for Small Business Owners

Fed Raises Interest Rates: Implications and What We’re Watching

March 16, 2022

After reducing rates from 2.5% in 2019 to zero at the onset of the pandemic, the Federal Reserve has hiked rates by 0.25%. What does this mean and what should we be watching?

Continue Reading… Fed Raises Interest Rates: Implications and What We’re Watching

In Celebration of International Women’s Day: A Look at Financial Milestones in Women’s Lives

March 7, 2022

In celebration of International Women’s Day, here are the major financial milestones you should consider in each stage of your career.

Continue Reading… In Celebration of International Women’s Day: A Look at Financial Milestones in Women’s Lives

Value Your Business like it’s Your Retirement Plan, Because it is.

February 18, 2022

Thinking of selling your business? Analyze it like it’s your retirement plan, then use these 7 steps to help improve its value.

Continue Reading… Value Your Business like it’s Your Retirement Plan, Because it is.

Thinking Through “Life-Changing” Wealth

February 1, 2022

Incorporating a large lump sum of money into a financial plan requires thinking through a series of impacts that happen over time.

Continue Reading… Thinking Through “Life-Changing” Wealth

Planning for 2022: The IRS has Increased Several Key Deductions, Exemptions and Contribution Limits

January 7, 2022

The spike in inflation we’ve seen this year has impacts beyond having to pay more for goods and services. The IRS uses consumer price inflation (CPI) to determine certain increases to exemptions and deductions for federal tax purposes. These are automatic and calculated from…

Continue Reading… Planning for 2022: The IRS has Increased Several Key Deductions, Exemptions and Contribution Limits

It Came from Left Field

November 29, 2021

Last Friday, the day after Thanksgiving, the market fell almost 1000 points. What was that all about? First off, let’s put this move in context. Volatility Spikes The VIX rose 54% on Friday. This was the fourth largest spike in the history of the…

Continue Reading… It Came from Left Field

Charitable Giving and Donor-Advised Funds

November 3, 2021

The impulse to help others in need and to share good fortune is universal. It has never been solely the province of the very wealthy; charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s…

Continue Reading… Charitable Giving and Donor-Advised Funds

Safeguarding and Passing on Your Digital Assets

October 18, 2021

Google searches for “cryptocurrency” hit all-time highs in May. A survey from CNBC found that 1 in 10 people now invest in crypto. Of that group, 65% got in the crypto market within the past year.2 As crypto becomes a more significant part of…

Continue Reading… Safeguarding and Passing on Your Digital Assets

The Secret Downsides of Diversification

October 13, 2021

Diversification is not the free lunch that many investment professionals claim.

Continue Reading… The Secret Downsides of Diversification

Iceberg - Hidden Danger And Global Warming Concept - 3d Illustration

The Federal Reserve Trading Scandal: Just the Tip of the Iceberg?

October 5, 2021

Are the trading scandals within the Fed just the tip of the iceberg? It may signal the start of lost trust in institution that is very important to markets.

Continue Reading… The Federal Reserve Trading Scandal: Just the Tip of the Iceberg?

Donor Advised Funds: Tax Benefits, Growth and Control

September 14, 2021

Donor-advised funds can be an excellent way to get a tax deduction now, but provide charitable gifts over a longer period of time.

Continue Reading… Donor Advised Funds: Tax Benefits, Growth and Control

Investing in Alternatives: A Spotlight on Collectibles

September 8, 2021

Important considerations before making collectibles a part of your portfolio.

Continue Reading… Investing in Alternatives: A Spotlight on Collectibles

Photo of a soldier in camouflage and tactical gloves putting money in pocket.

Be a Mercenary: 3 Ways to Improve Your Investment Process

August 13, 2021

Successful investing means that you must be on in the markets that make money. Here are 3 ways to improve your process.

Continue Reading… Be a Mercenary: 3 Ways to Improve Your Investment Process

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Retirement Plan Choices for Small Businesses

August 11, 2021

Retirement plans can be confusing. Here are three options to consider that can provide a good benefit for both you and your employees.

Continue Reading… Retirement Plan Choices for Small Businesses

How to Treat Your Career Like a Sport

August 4, 2021

Treating your business or your career with the discipline and determination of an athlete can allow you to reach higher levels of success.

Continue Reading… How to Treat Your Career Like a Sport

Building Your Life Team

July 21, 2021

A time-tested piece of career advice is to find a mentor. But as the world gets more complex, simply having a good career mentor isn’t enough. You need a team. In today’s reality of multiple jobs, the ability and ease of changing your career…

Continue Reading… Building Your Life Team

Are the Dog Days of Summer Over?

July 19, 2021

A calm summer for the markets was interrupted today with a large selloff. Is this just a blip, or is it the start of a bigger decline?

Continue Reading… Are the Dog Days of Summer Over?

Managing an Inheritance

July 8, 2021

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are…

Continue Reading… Managing an Inheritance

The Cryptocurrency Conundrum

June 28, 2021

Recently, you may have seen a number of major cryptocurrencies fall thanks to a continuing sell-off that began in the past few weeks. In fact, over $250 billion was lost in the crypto market alone.1 It may be tempting to view this as another…

Continue Reading… The Cryptocurrency Conundrum

The First Wave of Inflation is Receding

June 23, 2021

Last month we wrote in our Insights report “The Coming Inflation Waves” that we should not expect inflation to come at us all at once. Instead, we should expect it to come in waves. Well, it looks like the first wave is starting to…

Continue Reading… The First Wave of Inflation is Receding

Eggs in How Many Baskets? Prioritizing Building Wealth While You Build Your Business

June 21, 2021

Many business owners put most of their capital back into the business. It’s possible to both grow your business while preparing yourself for the future.

Continue Reading… Eggs in How Many Baskets? Prioritizing Building Wealth While You Build Your Business

Selling a Family Business: Preparing for a Transformational Event

June 14, 2021

It’s generally thought that there are several cycles that reflect where a business is in preparedness for a sale. These capture the economy, the market, and the mindset and planning of the business owners.From an economic standpoint, the liquidity cycle is the one that…

Continue Reading… Selling a Family Business: Preparing for a Transformational Event

Tax & Estate Strategies for Married LGBTQ+ Couples

June 10, 2021

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this…

Continue Reading… Tax & Estate Strategies for Married LGBTQ+ Couples

Gas Prices Signal both Post-COVID norm and Inflation

June 8, 2021

Gas prices hit a seven-year high over Memorial Day weekend. This signals both a post-COVID return to normal as well as building inflationary pressures.

Continue Reading… Gas Prices Signal both Post-COVID norm and Inflation

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Why We Believe in Active Management

June 1, 2021

Creating an effective, all-weather portfolio cannot be achieved with passive investing or broadly diversified portfolio. Only active management can address all stages of the market cycle.

Continue Reading… Why We Believe in Active Management

Make Your Kids Money-Smart

May 24, 2021

Teaching your kids sound financial knowledge can help them make smart financial decisions now, and in the future.

Continue Reading… Make Your Kids Money-Smart

Infographic on the history of currency (thumbnail)

Infographic: The History of Currency

May 12, 2021

Continue Reading… Infographic: The History of Currency

Baseball ball, glove and money on wooden table

Baseball’s $300+ Million Players

May 12, 2021

The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed…

Continue Reading… Baseball’s $300+ Million Players

George Washington at the US Capitol where tax legislation is being debated

Higher Taxes Likely on the Way

May 12, 2021

Changing legislation is an unavoidable part of investing. We’re still only a few months into the Biden administration, but there are already multiple major legislative agendas being presented by the president Biden that could affect many investors. One aspect of his agenda was revealed…

Continue Reading… Higher Taxes Likely on the Way

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