Insights

Q1 Market Update 2021

Q1 Market Update 2021

Market Update for the Quarter Ending March 31, 2021 Presented by Advisor Name Solid Month Caps Positive Quarter for Markets U.S. stock markets saw gains for the month and...

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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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Devising a Data Breach Game Plan

Devising a Data Breach Game Plan

Presented by Gabe Lapito and Ryan Gomendi As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many of us, this...

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Making A Generational Impact

Making A Generational Impact

What is the greatest impact we can make in our lives? Is it what we do in our work, or maybe with our generosity? What about life changing help for a stranger? All of those are...

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Welcome our newest teammate: Hope Glunt

Welcome our newest teammate: Hope Glunt

We are thrilled to introduce you today to the newest addition to the SRP team! Hope Glunt joined our team in November 2018 as a Client Relationship Associate after spending the last 8 1/2 years at a local law firm. Hope started as a receptionist and worked her way up to legal secretary where she served for 4 years.

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