2021 Market Update: 3rd Quarter
After a great start to the quarter in July and August, September was when the storms hit. Here in the U.S., markets pulled back significantly. The Dow declined by 4.2 percent for the month and 1.46 percent for the quarter. The S&P went down by even more for the...Welcome to the team, Kaelen Shay!
We are excited to announce that we’ve added a new team member, Kaelen Shay! “We are so excited to add Kaelen to the team! He has outstanding character and we are thrilled to add him alongside us as we serve our amazing client base.” Ryan Gomendi A...Video: 3 Part Series on the Investment Process
What goes into the Investment Process when working with SRP clients? Listen in as Gabe and Ryan, financial advisors, break down their internal process and all of the factors they consider. Investment Process Part1: How important is knowing your risk score? We’re...How Does Biden’s Tax Proposal Affect You? Part 2
President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover Proposed changes to the capital gains rate of incomes above $1 millionProposed corporate and individual tax rates going...How Does Biden’s Tax Proposal Affect You? Part 1
President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover The “Stepped Up Basis”- the changed value of an inherited assetThe “Gift and Estate” tax Gift...Ready to Get Acquainted?
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