One of the biggest changes to shake the world of finance has been the rise of CERTIFIED FINANCIAL PLANNER® professional fifty years ago this year. The now-trusted CFP® certification earned by both Gabe Lapito and Ryan Gomendi of Strategic Retirement Plans—traces its...
Some needs happen far away, but others are happening right next door. Hope Lich, our star Client Relationship Associate, has just finished her training to become a Court Appointed Special Advocate (CASA) for Children in the Yellowstone area. CASA provides a voice for...
Strategic Retirement Plans, a wealth management firm in Billings, Montana, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ Best-in-State Next-Gen Wealth Advisors list for 2019 as one of the...
On Isla Mujeres, Mexico, there is a very special celebration that takes place on January 6th – exactly twelve days after Christmas. Día de los Reyes, or Three Kings Day, is a local tradition on Isla Mujeres that celebrates the day the wise men visited Jesus bearing...
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for July. It was a mixed month. U.S. markets rose and fixed income went up, but emerging markets pulled back. In the U.S., second-quarter growth beat expectations, buoyed by the consumer. People...
Part of what we stand for at SRP is Living Generously, not just with our wallets but with our time and energy. This year marks Gabe Lapito’s first anniversary since joining the board of directors for the Volunteers of America: Northern Rockies. “I...
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