What Is Our Strategy For Managing Client Investments?

Have you ever wondered what goes into the strategy for investing our clients’ funds? What does that process look like and how is it different for each client? We’d like […]

CFN Articles, Home, Risk Management|

Market Thoughts for May 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for April. It was a good month, as both U.S. and developed markets were up. This news was encouraging, indicating […]

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Market Thoughts for April 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for March. Last month, both U.S. and international markets saw losses. It was the second down month in a row, […]

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How will the new tax laws impact your retirement?

It’s the time of year when many people are taking care of their tax obligations. This will be the last year for doing your taxes before the new rules of […]

CFN Articles, Home, Taxation|

Market Thoughts for March 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the economic news for February. Last month, there was a 10-percent market drawdown in the U.S., something we haven’t seen for almost two years. Although […]

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Market Thoughts for February 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps another great month for the markets. In January, all three U.S. indices were up by at least 5 percent, as were international markets. There was […]

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Market Thoughts for January (Video)

Brad McMillan, Commonwealth’s CIO, recaps another month of good news for the markets. In December, U.S. markets were up across the board, international markets did even better, and emerging markets […]

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What Are Donor Advised Funds?

At Strategic Retirement Plans we are always trying to help our clients create a complete financial plan that includes estate, tax, retirement, investment, and insurance planning. In addition to these […]

CFN Articles, General Planning, Home|

Market Thoughts for December (Video)

Brad McMillan, Commonwealth’s CIO, recaps a month of good news for the markets. In November, U.S. financial markets were up across the board, and developed markets rose substantially. Hiring continued […]

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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. […]

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