Why a Fee-Based Financial Advisor Right For You
How do financial advisors get paid, and why does it matter to you? Gabe and Ryan are walking through why a fee-based investment advisory practice may be right for you. There are six reasons why SPR thinks a fee-based model is right for our clients and most people we...Monthly Market Update – May 2023
After a strong March, financial markets were mixed in April. U.S. markets were up by low single digits, bond markets showed small gains, but emerging markets pulled back. Concerns around inflation and the banking crisis lingered, contributing to the uncertainty about...Monthly Market Update – April 2023
U.S. markets were up by low single digits in March. For the quarter, the Nasdaq performed best, followed by international developed markets and the S&P 500. The primary driver was the progress on inflation, which is well below where it started the year. Still,...
Can a Financial Advisor Really Help?
Gabe talks about the benefits of having a financial advisor on your team. How SRP Will Help you Succeed in Retirement You’ve spent most of your life accumulating wealth, and now you are looking for a way to distribute that wealth or create a stream of income....
Retirement Planning 101: How to Calculate Your Income Using a Safe Withdrawal Rate
Ryan discusses the best way to calculate income using a safe withdrawal rate. Calculating Income with a Safe Withdrawal Rate One thing that is heavily discussed in the retirement planning industry is what rate is considered to be a “safe” withdrawal rate....Ready to Get Acquainted?
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