by SRP | Feb 16, 2021 | Articles, Home, Veteran Appreciation
It’s our honor to serve those who have served. Don and Sandie Haney have been our clients for over 15 years, and they are like family to us. Similar to many of our clients, they are both veterans, and here’s a bit of their story. How They Met Don joined...
by SRP | Feb 11, 2021 | Awards, Home, News & Announcements
Billings, MT. (February 11, 2021) Strategic Retirement Plans, a holistic financial planning firm, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for...
by SRP | Jan 11, 2021 | Home, Weekly Updates
Market Update for the Quarter Ending December 31, 2020 Presented by Commonwealth Strong December caps off solid year for markets Markets continued to rally in December. The Nasdaq Composite led the way with a 5.71 percent gain for the month. The S&P 500 gained...
by SRP | Jan 6, 2021 | Articles, Home, Veteran Appreciation
Larry & Baerbel We are continuing our journey to tell a client veteran highlight each month to honor our many veteran clients. This week we are happy to share a little glimpse of Baerbel and Larry Merrill. Colonel Baerbel Merrill and Larry Merrill both served...
by SRP | Dec 7, 2020 | Home, Videos
How much money would you have today if you invested 10,000 in DOW Jones Industrial Average in 1900 and didn’t touch it? Watch to find out the answer and why you should stay the course with your investments during volatile...
by SRP | Dec 7, 2020 | Home, Videos
Why is there a difference between the stock market and the economy? How can our economy struggle but our stock market look...