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...VIDEO SERIES: ExxonMobil Benefits Package + Retirement Considerations
In this 5 part video series, Certified Financial Planners and Advisors, Ryan and Gabe, cover the components of the ExxonMobil Benefits package and all of the factors to consider for planning your retirement. Click the list icon in the top right corner of the video to...
Our Team Featured in Fortune, Entrepreneur, Bloomberg Businessweek, & Time
We were fortunate to have the opportunity to have an article written about our team and placed in these well known publications: Fortune, Entrepreneur, Bloomberg Businessweek, & Time. We are excited to share our passion for financial stewardship and our services...
SRP did it again! Forbes Top Next-Gen Wealth Advisors for 2022
Gabe Lapito has been named to Forbes Top Next-Gen Wealth Advisors for 2022. This is the 6th consecutive year to receive this honor. The list was published on 8/3/2022. 2022 Forbes Top Next-Gen Wealth Advisors, created by SHOOK Research. Presented in Aug 2022 based on...Bear Market: What is your Response?
We’ve hit our 3rd bear market in the last 43 months. A bear market is when the market drops 20% from it’s high. What does this mean for you and your retirement plan? Is this normal? Listen in as Gabe and Ryan discuss the volatility. Is the Bear Market we...Ready to Get Acquainted?
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