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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Bank Run: Silicon Valley Bank Goes Under
Today, Silicon Valley Bank became the second largest bank failure in US history. What happened and what does it mean going forward?
Recession Risks Remain High
Despite recent market strength, recession risks remain elevated. What does the data say?
Major economic data is in direct conflict with an equity market that has improved recently.
Thanksgiving Appetizer Report
Just wanted to provide a quick update as everyone prepares for the holiday week. We’ll send out a more detailed report next week. Big Picture Markets have remained calm after…
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
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
Strategic Growth – Episode 1
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…