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.
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An important skill in volatile markets is to acknowledge that you don’t know what will happen. We review the conflicting signals to help understand the current environment.
When changes happen in markets, you must adapt. Here are the changes we have made in client portfolio so far this year.
This may be the most important few weeks since the 2008 financial crisis. We review the sanctions against Russia, look at the S&P 500, and discuss the Fed’s likely path forward.
During times of uncertainty, information is critical. We have been tracking multiple resources to follow developments in Ukraine, and wanted to share these with you. Unfortunately, the major US News…
Strategic Wealth Blog
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.…
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?
In celebration of International Women’s Day, here are the major financial milestones you should consider in each stage of your career.
Thinking of selling your business? Analyze it like it’s your retirement plan, then use these 7 steps to help improve its value.
Strategic Growth Videos
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,…
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
In this episode, we discuss the recent surge in COVID due to the Delta variant, compare this surge to the UK on when we may expect cases to begin to…