Featured Articles
Video: What is the appropriate withdrawal rate?
So you work really hard saving money in investment accounts and retirement accounts, and then you come to retire, how much can you take from your portfolio each month? What is...
Video: What Do I Need for an Estate Plan?
How to build a foundation for your estate and plan for the future. Ryan and Gabe face hard topics and offer great advice on setting up an estate plan....
Video: Can My Portfolio Survive This Time of Uncertainty?
Tariff wars with China, COVID 19, elections… What does this mean for my retirement portfolio? Tune into find out from Gabe and Ryan. https://vimeo.com/463622889
Video: The Upcoming Election and Retirement Portfolios
How will this election affect my retirement portfolio? What happens if Joe Biden gets elected? What if Donald Trump stays in office? Tune in for insights from Financial Advisors...
July 2020 Market Update from Commonwealth
Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for June. It was a great month for the markets. In part, markets were reacting to progress on the viral...
Q&A: Understanding the New CARES Act
Presented by Gabe Lapito and Ryan Gomendi On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) into law. The CARES Act...
COVID-19 Update
Hi SRP Clients, Our team wants to make sure in this season we have pro-active communication to each of you as we steward your hard-earned resources. We (Gabe and Ryan) want...
Is the Bear Market Here to Stay?
Presented by Gabe Lapito and Ryan Gomendi With the Dow dropping more than 25 percent from its highs and the S&P 500 following suit, we have finally seen the end of the bull...
Market Update for the Month Ending February 29, 2020
A turbulent February for markets February was a tough month for markets, ending in a terrible final week—the worst week for U.S. equity market returns since 2008. Investors were...