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
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.
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Women and Money: An Evolved Approach
As a woman investor, it is important to partner with a financial advisor who understands your unique needs and perspectives.
Mistakes are Expensive: Financial Planning for Gen X and Gen Y
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…
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Estate Planning for Small Business Owners
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…
Fed Raises Interest Rates: Implications and What We’re Watching
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?
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In Celebration of International Women’s Day: A Look at Financial Milestones in Women’s Lives
In celebration of International Women’s Day, here are the major financial milestones you should consider in each stage of your career.
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Value Your Business like it’s Your Retirement Plan, Because it is.
Thinking of selling your business? Analyze it like it’s your retirement plan, then use these 7 steps to help improve its value.
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Thinking Through “Life-Changing” Wealth
Incorporating a large lump sum of money into a financial plan requires thinking through a series of impacts that happen over time.
Planning for 2022: The IRS has Increased Several Key Deductions, Exemptions and Contribution Limits
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…
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It Came from Left Field
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…
Charitable Giving and Donor-Advised Funds
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…
Safeguarding and Passing on Your Digital Assets
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…
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The Secret Downsides of Diversification
Diversification is not the free lunch that many investment professionals claim.
The Federal Reserve Trading Scandal: Just the Tip of the Iceberg?
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.
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Donor Advised Funds: Tax Benefits, Growth and Control
Donor-advised funds can be an excellent way to get a tax deduction now, but provide charitable gifts over a longer period of time.
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Investing in Alternatives: A Spotlight on Collectibles
Important considerations before making collectibles a part of your portfolio.
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Be a Mercenary: 3 Ways to Improve Your Investment Process
Successful investing means that you must be on in the markets that make money. Here are 3 ways to improve your process.
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Retirement Plan Choices for Small Businesses
Retirement plans can be confusing. Here are three options to consider that can provide a good benefit for both you and your employees.
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How to Treat Your Career Like a Sport
Treating your business or your career with the discipline and determination of an athlete can allow you to reach higher levels of success.
Building Your Life Team
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…
Are the Dog Days of Summer Over?
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?
Managing an Inheritance
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…
The Cryptocurrency Conundrum
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…
The First Wave of Inflation is Receding
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…
Eggs in How Many Baskets? Prioritizing Building Wealth While You Build Your Business
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.
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Selling a Family Business: Preparing for a Transformational Event
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…
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Tax & Estate Strategies for Married LGBTQ+ Couples
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…
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Gas Prices Signal both Post-COVID norm and Inflation
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.
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Why We Believe in Active Management
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.
Make Your Kids Money-Smart
Teaching your kids sound financial knowledge can help them make smart financial decisions now, and in the future.
Baseball’s $300+ Million Players
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…
Higher Taxes Likely on the Way
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…