Presented by Ryan Gomendi In recent weeks, there has been much ado about the dollar. Questions and concerns have arisen about de-dollarization, central bank digital currencies, and what the government might do to your savings. The root of these concerns seems to...
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. ...
Gabe talks about the benefits of having a financial advisor on your team. How SRP Will Help you Succeed in Retirement You’ve spent most of your life accumulating wealth, and now you are looking for a way to distribute that wealth or create a stream of income....
Ryan discusses the best way to calculate income using a safe withdrawal rate. Calculating Income with a Safe Withdrawal Rate One thing that is heavily discussed in the retirement planning industry is what rate is considered to be a “safe” withdrawal rate....
Ryan details what SRP likes to analyze to know if an individual is ready to retire! Amount You Need to Retire This is one of the top questions clients ask and one that many people want to know. The truth of it is, there are many factors that determine whether you have...
Ryan explains estimating rate of return in retirement. Estimating Rate of Return How do you estimate future rate of return in retirement? We like to look into our crystal ball to know exactly what will happen in the future. No, unfortunately this isn’t true and...
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.