Insights

When Loss Turns into Ladders

When Loss Turns into Ladders

Where you sit determines what you see.  What you see determines what you do. From the low rung of a ladder, her story may look like one of extreme loss, struggle and...

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2021 Market Update – 1st Quarter

2021 Market Update – 1st Quarter

Market Update for the Quarter Ending March 31, 2021 Presented by Commonwealth Financial Network Solid Month Caps Positive Quarter for Markets U.S. stock markets saw gains for the...

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Health Insurance in Retirement

One of the biggest questions we get from our clients in retirement is how do we handle health insurance before turning 65? How do you afford it and who do you buy it from? Learn...

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Q&A: Understanding the New CARES Act

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...

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COVID-19 Update

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...

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Is the Bear Market Here to Stay?

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...

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50 Years of Financial Planning

50 Years of Financial Planning

One of the biggest changes to shake the world of finance has been the rise of CERTIFIED FINANCIAL PLANNER® professional fifty years ago this year. The now-trusted CFP®...

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Welcome to the team Mackenzie

Welcome to the team Mackenzie

We are thrilled to introduce you today to the newest addition to the SRP team! Mackenzie Palmer has just joined SRP in September as a Client Relationship...

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