Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for April. It was another great month, as U.S., emerging, and developed markets were all in the green. Although there were concerns about a slowdown at the end of last month, first-quarter economic growth actually came in well above expectations. Plus, consumer…(Read More)
Ryan Gomendi, Masters of Accountancy (MACC), Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™ with Strategic Retirement Plans, has successfully earned the Certified Financial Planner Certification CFP®. The CFP® is regarded across the industry as the gold standard in financial planning. Required in attaining a CFP® certification is a six-hour, 170-question exam designed…(Read More)
We are thrilled to introduce you today to the newest addition to the SRP team! Hope Glunt joined our team in November 2018 as a Client Relationship Associate after spending the last 8 1/2 years at a local law firm. Hope started as a receptionist and worked her way up to legal secretary where…(Read More)
What does generosity look like to you? Is it cutting a check or giving your time? Do you see being generous as something you do once a year or is it a lifestyle? We believe that generosity takes many forms and each one leaves our world in a better situation. We also believe that generosity…(Read More)
“What are you going to do when you retire?” We ask people ask that question all the time, but rarely do we hear a defined answer like our friends Darryl and Carol Brown have! They don’t have “one thing”….they have thirty-five! They’ve been kind enough to share their list with us…(Read More)
Are you ready for tax time? While it isn’t really an exciting time, it’s something we all have to deal with, and this year there will be big changes. You probably remember all the big tax law changes that were announced in 2017, but now those changes are going to be seen in…(Read More)
Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF® , has been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine…(Read More)
Saving for retirement can be done in a variety of ways. Some people have a 401k or pension setup with an employer, but the most popular way for an individual to save for retirement is with an “IRA”. Today we want to take a high-level look at an IRA and answer a few common…(Read More)
Gabe E. Lapito, Owner/Financial Advisor of Strategic Retirement Plans, has been named to Forbes’ Best-in-State Wealth Advisors for list 2018. The list was published on Forbes.com and will appear in an upcoming Forbes issue. See the official list by state here on Forbes >> Lapito received his…(Read More)
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion. Advisors label as aggressive or risky an investment…(Read More)
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