Diversification: Why is it Important?
What is Diversification? Diversification is all about risk and preparing for it! It is easy in times like now to want to put all of your marbles in one jar, especially if that jar is the S&P 500! However, as we build portfolios for retirement, we have...2021 Market Update: 3rd Quarter
After a great start to the quarter in July and August, September was when the storms hit. Here in the U.S., markets pulled back significantly. The Dow declined by 4.2 percent for the month and 1.46 percent for the quarter. The S&P went down by even more for the...
Veteran Highlight: Roy Bechard
“I wouldn’t take back that time for anything.” Roy Bechard, SRP client, highly values his time in the Navy serving in the Vietnam war because it helped shape his highest values. “I got a world of experiences in those 4 years.” While Roy definitely visited...
Gabe Lapito Named to Forbes’ list of Top Next-Gen Wealth Advisors for 2021
Strategic Retirement Plans, a wealth management firm in Billings, Montana, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ list of Top Next-Gen Wealth Advisors for 2021 as one of the country’s...Ready to Get Acquainted?
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