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So far SRP has created 40 blog entries.

Thank You Veterans!

Veterans are skilled leaders and problem solvers who have a lot to offer in and out of the service. Got Your 6, a campaign to empower veterans in America, offered […]

News & Announcements|

Market Thoughts for November (Video)

Brad McMillan, Commonwealth’s CIO, recaps a terrific month for the markets. In October, U.S., developed, and emerging markets were all up. Companies are making money, and stock markets are positive. […]


November 6, 2017

The Markets

“Taxes are what we pay for a civilized society.”

U.S. Supreme Court Justice Oliver Wendell Holmes’s statement is engraved on the front  of the Internal Revenue Service building in Washington, […]

Uncategorized, Weekly Updates|

October 30, 2017

The Markets

The last full week of October was a box full of surprises.

First, U.S. economic growth exceeded expectations. The devastation wrought by Hurricanes Harvey, Irma, and Maria was widely expected […]

Uncategorized, Weekly Updates|

5 mistakes people make regarding their estate


At Strategic Retirement Plans we work with each client to make sure all 5 areas of their financial plan are complete. However, many times when we begin working with new […]

Estate Planning, Home|

October 23, 2017

The Markets

And the hits just keep on coming.

Last week was the anniversary of Black Monday. On October 19, 1987, the Dow Jones Industrial Average (Dow) lost 508 points, or more […]

Uncategorized, Weekly Updates|

October 16, 2017

The Markets

There’s a new kid in town: narrative economics.

Last week, Richard Thaler was awarded the Nobel Prize in economics. His work in behavioral economics and finance recognizes not all economic […]

Uncategorized, Weekly Updates|

Our New Logo and What It Means

Today we are proud to unveil our new logo to our clients! The goal with our new logo is to portray where we are going while holding true to the […]

CFN Articles, General Planning, Home|

Gabe Lapito Only Advisor in Montana & Wyoming Named One of Forbes’ Top 500 Next Generation Wealth Advisors

Gabe E. Lapito, MBA, CPA/ PFS,CFP®, AIF, and Owner/Financial Advisor of Strategic Retirement Plans, has been named to Forbes’ Top 500 Next Generation Wealth Advisors list.

The inaugural list, published on […]

News & Announcements, Uncategorized|

October 9, 2017

The Markets

Slow and steady…

It has been 332 days since the Standard & Poor’s 500 (S&P 500) Index experienced a 5 percent drop, reported Barron’s. If there isn’t a selloff on […]

Uncategorized, Weekly Updates|