Real Talk. Real Insights.
Issues that impact your wealth and a deep analysis of financial markets, without the jargon.
Information is Power
Our newsletter, blog and video podcast are designed to help you better understand trends in markets and wealth management.
Our market analysis discusses the reality of the current market environment, identifies key drivers to watch, and provides a sense of how your portfolio is positioned. All while trying to avoid over-generalized investment jargon.
Our blog posts are short articles focused on ways to help grow your wealth. Topics include investment strategies, legislative updates, private investments, and financial planning considerations.
Strategic Growth Video Podcast
Our podcasts focus on ways you can be more intentional in growing your wealth, your business and your life.
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IronBridge Insights
Price versus Earnings
The stock market’s rise this year has been exclusively due to an increase in valuations. If earnings can catch up to valuations, probabilities of a major bear market are greatly reduced.
The Fed’s Mixed Messages
The Fed met today and kept interest rates unchanged. However, their rationale was convoluted and confusing, resulting in a number of mixed messages.
Debt Ceiling: More Smoke than Fire
Negotiations on the debt limit are heating up in Washington. What implications may it have? In our view, negotiations are mostly political posturing by both sides trying to gauge the…
Et Tu Brute
After the Fed’s rate hike, regional bank executives must feel the same betrayal Julius Caesar did when murdered by his most trusted confidant. What is next for the banking crisis?
Strategic Wealth Blog
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.
Continue Reading… Retiring in a Volatile Market: Control What You Can
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…
Continue Reading… Mistakes are Expensive: Financial Planning for Gen X and Gen Y
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.…
Strategic Growth Videos
2023 Mid-Year Outlook Webinar
View the recording of our 2023 Mid-Year Outlook webinar. https://youtu.be/AVxAjMd3rc8 Here are the topics we discussed and the time in the recording it happens so you can fast-forward to topics…
Market Volatility Webinar: When the Levee Breaks
Market volatility has risen dramatically this year. In this episode, we discuss the markets, Fed, levels to watch on the S&P 500, the big four stocks, potential outcomes and portfolio positioning.
Continue Reading… Market Volatility Webinar: When the Levee Breaks
Strategic Growth – Episode 3
In this episode, we discuss the market during the 1970’s, the best performing assets during the 1970’s, the 5 largest stocks in the S&P 500, compare US vs International Stocks,…
Strategic Growth – Episode 2
In this episode, we discuss small caps, the stock/bond ratio, various inflation metrics, and visit Enron 20 years later. https://youtu.be/JT9-XPYaDco