8 Investor Myths— Busted
There are several common false assumptions and misconceptions about investing that we work to educate our clients on. We thought we’d share these “myths” with you and help you “bust” the myth and move toward informed financial decision...
Quarterly Market Update
Market Update for the Quarter Ending March 31, 2022 Positive March Wraps Shaky Quarter for Markets Equity markets partially bounced back in March, driven by a strong run in the second half of the month. The S&P 500, Dow Jones Industrial Average (DJIA), and Nasdaq...
Gabe Lapito Honored in 2022 Forbes Best-in-State Wealth Advisor for the 6th Consecutive Year
Billings, MT (4/7/2022) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2022. This is the 6th consecutive year to receive this...Monthly Market Update- April 2022
“We saw a bounce in stock markets for March, but everything was down between 3 percent and 8 percent for the first quarter. The reasons for this were twofold. First, with inflation at a 40-year high, the Fed was forced to raise interest rates. Second, the...
Is Hiring a Financial Advisor Worth it? It Depends.
Hiring a financial advisor might be similar to consulting with a lawyer or hiring a personal trainer if we were to compare to other industries. Every lawyer or personal trainer is going to have a different skillset, different education levels, differing experiences as...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
