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Decoding the Debt Ceiling Crisis: An Update

Decoding the Debt Ceiling Crisis: An Update

by SRP | May 25, 2023 | Articles, General Planning, Home, News & Announcements, Retirement Planning, Risk Management, Uncategorized

We’ve discussed the debt ceiling crisis in past articles, and now it’s back in the headlines. What does this mean, and why are we watching itnow? Several months ago, the United States borrowed as much money as it’s legally allowed to borrow and,...
The Dollar’s Staying Power and Other Reasons Not to Panic!

The Dollar’s Staying Power and Other Reasons Not to Panic!

by SRP | May 9, 2023 | Articles, General Planning, Home, Investing in the Stock Market, News & Announcements, Retirement Planning, Risk Management

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...

What is a Reasonable Rate of Return in Retirement?

by SRP | Mar 1, 2023 | Retirement Planning, Risk Management, Videos

Ryan speaks to what Rate of Return to aim for in retirement. Rate of Return in Retirement We always like to think that rate of return is a function of risk. Meaning, that the higher the risk you may want to take, the higher the rate of return might be. On the flip...

Maximize Your Retirement Savings: The Importance of Diversifying Your Accounts

by SRP | Feb 7, 2023 | Investing in the Stock Market, Retirement Planning, Risk Management, Videos

Ryan explains the importance of a balanced and diverse portfolio to get you through down markets like we are currently experiencing. The “Bucket Method”: Our Strategy to Balancing Risk and Reward Both stocks and bonds are down this year. Traditional 60/40...

Rate of Return: What to Expect in Retirement

by SRP | Feb 7, 2023 | Investing in the Stock Market, Retirement Planning, Risk Management, Videos

Gabe and Ryan let you know about risk and reward in retirement for the best rate of return in different markets. Calculating Risk into Our Rate of Return Expectation Rate of return is a function of risk. Risk level changes based on the individual and their unique...

How can I Maximize my Retirement Savings?

by SRP | Feb 1, 2023 | Investing in the Stock Market, Retirement Planning, Risk Management, Videos

Gabe gives insight on maximizing your retirement savings with a few key strategies. Three Different Ways to Maximize your Retirement Savings Depending on your Circumstances There are a few ways we like to strategize in order to maximize savings. Here are the factors...
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