Posts Posts by: "SRP"

Gabe Lapito of Strategic Retirement Plans Honored in Forbes’ Best-In-State Next-Gen Wealth Advisors for 2020 for 4th Consecutive Year Billings, Montana (July 22, 2020) Strategic Retirement Plans, a financial services provider in Billings, Montana announced that Gabe Lapito has been named to Forbes’ Best-In-State Next-Gen Wealth Advisors for 2020…(Read More)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for May. Last month, we saw real progress in the Coronavirus, which allowed the economy to begin reopening. Hundreds of thousands returned to work, people began to shop again, and confidence started to stabilize. In turn, U.S. markets rose to just above their…(Read More)

Presented by Gabe Lapito and Ryan Gomendi On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law. The CARES Act has been enacted as a direct response to the COVID-19 pandemic and is intended to provide immediate and ongoing economic relief to individuals and…(Read More)

COVID-19 Update

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Hi SRP Clients, Our team wants to make sure in this season we have pro-active communication to each of you as we steward your hard-earned resources.  We (Gabe and Ryan) want to keep in front of you our thoughts and views as the news of COVID-19 continues to surround us.&nbsp…(Read More)

Presented by Gabe Lapito and Ryan Gomendi With the Dow dropping more than 25 percent from its highs and the S&P 500 following suit, we have finally seen the end of the bull market. And so we find ourselves officially in a bear market, with all that implies. Stock markets around the world…(Read More)

A turbulent February for markets February was a tough month for markets, ending in a terrible final week—the worst week for U.S. equity market returns since 2008. Investors were spooked by news about the spread of the coronavirus and fled to safe-haven assets. The S&P 500 fell by 8.23…(Read More)

At Strategic Retirement Plans, Living Generously is one of our highest values. To celebrate the first quarter of SRP’s 25th year of business, Ryan Gomendi has chosen to make a $250 donation from SRP to the International Deaf Education Association (IDEA), a nonprofit that educates deaf and hard of hearing children in the Philippines…(Read More)

This year we have the joy of celebrating our 25th year of business! “It’s been an honor to serve our clients for so many years,” says Gabe. “Looking back, we’re continually reminded of how blessed we are to steward the retirement dreams and goals of our clients. We’ve always focused…(Read More)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for December. It was a great close to 2019, with U.S. markets up more than 20 percent and international markets showing double-digit gains. Job growth was strong, and, for the ninth month in a row, income and spending went up. New home…(Read More)