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Market Thoughts for November 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for October. The month lived up to its scary reputation, with both U.S. and international markets down. Plus, housing started […]

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Market Thoughts for October 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for September. It was a mixed month: the S&P and Dow did well, while the Nasdaq pulled back on weakness […]

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Market Thought for September 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for August. It was another good month here in the U.S., with the stock market up across the board. The […]

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Do You Have An Insurance Plan?

One of the most important things we assist clients with at Strategic Retirement Plans is identifying and mitigating risk. Risk management comes in many different forms: managing the risk in […]

Market Thoughts for August 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for July. It was a great month for U.S. markets, as the Dow, S&P 500, and Nasdaq were all up. […]

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Market Update for the Quarter Ending June 30, 2018

Volatile June caps off eventful quarter

June was a volatile month, with earlier gains offset by later losses. Still, both the S&P 500 Index and the Nasdaq Composite ended the month […]

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Market Thoughts for July 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for June. It was a mixed month, as U.S. markets went down with the Dow and up with the S&P […]

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Our Mission, Values, and Promise at SRP

What does a company owe its clients? Is it simply a transaction or should there be something deeper? Should a company share its core mission, be transparent about its values, […]

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Market Thoughts for June 2018 (Video)

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for May. It was a good month, continuing the recovery from the pullback we saw at the start of the […]

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What Is Our Strategy For Managing Client Investments?

Have you ever wondered what goes into the strategy for investing our clients’ funds? What does that process look like and how is it different for each client? We’d like […]

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