Quarterly Market Update – First Quarter 2023
Market highlights: March results helped all three major U.S. indices end the first quarter of 2023 in the green. Despite mid-March market turbulence caused by strain on the banking industry, economic updates continued to show positive signs of growth. ...
Market Update for the Quarter Ending December 31, 2022
December Sell-Off Caps Turbulent Year Markets sold off in December, with the negative month contributing to mixed results for the quarter and declines for 2022. The S&P 500 lost 5.76 percent during the month, which held the index to a 7.56 percent gain for...Stocks are Down. What’s Your Next Move?
Listen in to Certified Financial Planners, Gabe Lapito and Ryan Gomendi of Strategic Retirement Plans, as they give their best advice and suggestions for navigating this economic shift and the downturn of the stock market. Staying the Course Ryan and Gabe wanted to...
An End of Year Financial Checklist: 10 Things to Consider
The end of the year and the beginning of the year are great times to assess, review and apply changes to your financial plans and habits. With new rules this year related to the pandemic, as well as several tax and retirement changes that carried over from last year,...
Video: What Do I Need for an Estate Plan?
How to build a foundation for your estate and plan for the future. Ryan and Gabe face hard topics and offer great advice on setting up an estate plan. How You Can Prepare Financially for the “Storms” of Life With COVID-19 happening, one of the questions...Ready to Get Acquainted?
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