We would like to congratulate Ryan on his new Kingdom Advisors Certification! Kingdom Advisors puts an emphasis on “a different perspective” that leads clients towards financial stewardship. Ryan will go more in-depth on what it means to choose a wise...
When you’re losing money, it’s hard to stay positive and optimistic. When the markets get volatile, you might hear the suggestion to “ignore the noise.” That advice is only helpful if you’re talking to a human who doesn’t function like a human....
There are several common false assumptions and misconceptions about investing that we work to educate our clients on. We thought we’d share these “myths” with you and help you “bust” the myth and move toward informed financial decision...
Market Update for the Quarter Ending March 31, 2022 Positive March Wraps Shaky Quarter for Markets Equity markets partially bounced back in March, driven by a strong run in the second half of the month. The S&P 500, Dow Jones Industrial Average (DJIA), and Nasdaq...
Billings, MT (4/7/2022) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2022. This is the 6th consecutive year to receive this...
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.