Insights
Smart Tax Planning: A Key to Retirement Success
In the journey toward a secure retirement, tax planning often doesn't get the spotlight it deserves. Yet, it's one of the most powerful tools in your financial toolkit. At...
Client Experience Coordinator
Location: Strategic Retirement PlansHours: 40 hours per week Position Overview We are seeking a highly organized, personable, and tech-savvy individual to join our team...
Market Update for the Quarter Ending June 30, 2025
Presented by SRP Retirement Markets wrapped up June on a strong note, extending the rally that began in late spring. Investor sentiment was buoyed by robust corporate earnings,...
Market Update—Month Ending May 31, 2025
Markets found their footing in May, delivering strong gains across major indices amid a calmer policy backdrop and encouraging economic data. Investor sentiment improved as trade...
Gabe Lapito, of Strategic Retirement Plans, Honored in 2025 Forbes’ Best In-StateWealth Advisors, Ranking #5 in Montana Financial Advisors List
Billings, MT (4/8/2025) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY announced that Gabe Lapito has been named to Forbes Best...
Market Update—Quarter Ending March 31, 2025
Presented by SRP Retirement Quick Hits Challenging Start to the Year for StocksA negative March for stocks capped off a weak first quarter. Solid Quarter for Bonds Falling...
Celebrating 25 Years in Gillette
For 25 years, we’ve had the privilege of serving this incredible community, and we are deeply grateful for our Gillette clients and our Wyoming hub. Your trust and support have...
Market Update—Month Ending February 28, 2025
Presented by SRP Retirement--- Quick Hits Challenging Month for MarketsFebruary was a challenging month for U.S. stocks. Bonds Continue to RiseFalling interest rates...
Market Update—Month Ending January 31, 2025
Presented by SRP Retirement---Quick Hits Markets Rally in January Markets rebounded in January after mixed results in December. Bonds Rise as Interest Rates...
Strategic Retirement Plans Honored in the Top 10 of 2025 Forbes Best In-State Wealth Management Teams
Billings, MT (1/09/2025) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY has been named to Forbes Best In-State Wealth Management...
Market Update—Quarter Ending December 31, 2024
Presented by SRP Retirement Quick Hits Mixed Month for MarketsDecember was a mixed month for equity markets. Bonds Fall as Federal Reserve Updates GuidanceRising interest...
How Will the Election Impact my Finances?
The Influence of Politics on Financial Markets With the upcoming elections stirring conversations and uncertainties, many are pondering the implications for their finances and...
Position Open: Associate Financial Advisor
Employee title: Associate Financial Advisor Date updated: 2024/2025Reports to: Ryan Gomendi – Partner Financial Advisor Summary of Responsibilities This position provides...
Market Update—Quarter Ending September 30, 2024
Presented by SRP Retirement---Quick Hits Stocks Rally in September to Cap Off Strong Third Quarter Stocks continued to rise in September as improving fundamentals and lower...
What Does a Financial Advisor Do?
Leaving the workforce and transitioning into retirement is a significant milestone in...
A Financial Checklist You Can Handle
Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The...
Market Update—Month Ending July 31, 2024
Quick Hits Mixed Month for StocksStock returns were mixed in July. Bonds PositiveFalling interest rates led to positive bond returns for the third consecutive month. ...
Market Update— Quarter Ending June 30, 2024
Presented by SRP Retirement Quick Hits June Rally Caps Solid Quarter for StocksStocks rose for the second consecutive month. Bonds Up for the Month and QuarterFalling...
Market Update— Month Ending May 31, 2024
Presented by SRP Quick Hits Markets Rebound in MayStocks rallied after declining in April. Falling Yields Support Bond PricesFalling interest rates caused bond price to rise....
Market Update: June 2024
Commonwealth CIO Brad McMillan recaps May’s market and economic news. Most stock indices were up from 3 percent to 6 percent in May, and the S&P 500 and Nasdaq reached new...
Basic Estate Planning Documents
Although many of us don’t like to think about planning for a future that we won’t be around to experience, a well-thought-out estate plan helps us manage and preserve assets...
Quarterly Market Update – Q1 2024
Quick Hits Strong Start to the Year for Stocks (A positive March for stocks caps off a solid first quarter.) Mixed Quarter for Bonds (Bond returns were mixed due to rising rates...
Honored in Forbes’ 2024 Best-In-State Wealth Advisor List For The 8th Consecutive Year
Billings, MT (April 3, 2024) - Strategic Retirement Plans in Billings, Montana, announced that Gabe Lapito has been named to Forbes Best-in-State Wealth...
After the Last Paycheck
You’ve been looking forward to retirement for most of your working life. Maybe you’ve been anticipating relaxing on a beach, traveling, or writing a book. You might have great...
Market Update: February 2024
Presented by SRP Quick Hits Stocks Rally in February Challenging Month for Bonds Economy Continues to Expand Markets Updating Expectations for the Fed Real Risks...
February 2024 Market Thoughts
https://youtu.be/E5cfrBBzIYY?si=Ny2oLgViWjU3anKU Brad McMillan, Commonwealth’s CIO, recaps February’s market and economic news. Stocks performed well in February, with most...
401(k) Loans: Borrowing from Your Future
If you need funds to cover an unexpected expense, taking a loan from your 401(k) account may sound appealing. Although many retirement plans offer these loans, borrowing from...
February 2024 Market Thoughts
https://youtu.be/Y35EGTa1Gdg?si=Czoa0YQDJmLIerk9 Brad McMillan, Commonwealth’s CIO, recaps January’s market and economic news. The U.S. stock market reported lower-single-digit...
Market Update: January 2024
Quick Hits Positive Start to the Year Mixed Month for Bonds Economic Growth Continues Update from the Fed Risks to Monitor Solid Foundations for the New Year Positive Start to...
Do-Over Options for Social Security Claiming Decisions
If you claim your social security benefits and later realize doing so might not have been in your best interest, you may have an opportunity for a do-over. There are three...