SRP News
Monthly Market Update – September 2022
After a strong rebound in July, markets pulled back again in August. U.S. and developed international markets ended the month down by 3 percent to 5 percent, and fixed income declined. The primary driver here was rising rates. Higher...
SRP did it again! Forbes Top Next-Gen Wealth Advisors for 2022
Gabe Lapito has been named to Forbes Top Next-Gen Wealth Advisors for 2022. This is the 6th consecutive year to receive this honor. The list was published on 8/3/2022. “In a year that’s been hard for many, including our own team, I’m so proud that our team has...
How Did We End Up in A Bear Market, And What Comes Next?
Presented by Gabe Lapito, CFP® and Ryan Gomendi, CFP® As inflation has risen and stock prices have fallen, we’ve heard a lot of buzz about a bear market recently. And now we’re officially here. Traditionally defined as a period during which stock prices fall 20...
Times are Turbulent, Markets are Volatile: What Should Investors Be Worried About?
This article was written by a colleague of ours, Christopher Rivers, and we felt was timely and helpful in these times. A Real Cool Hand My favorite movie for many years was the 1967 Paul Newman classic Cool Hand Luke.* It’s a fairly straightforward tale of...
Ryan Earns New Kingdom Advisors Certification
We would like to congratulate Ryan on his new Kingdom Advisors Certification! Kingdom Advisors puts an emphasis on "a different perspective" that leads clients towards financial stewardship. Ryan will go more in-depth on what it means to choose a wise financial...
Monthly Market Update- April 2022
"We saw a bounce in stock markets for March, but everything was down between 3 percent and 8 percent for the first quarter. The reasons for this were twofold. First, with inflation at a 40-year high, the Fed was forced to raise interest rates. Second, the Russian...
The Effects of the Ukraine Invasion
The Ukraine Invasion—What Does It Mean for Investor Portfolios? Russia launched attacks on Ukraine, marking the start of the next phase in the Ukraine crisis. It makes sense that the markets are already reacting. Before the market opened, U.S. stock futures were down...
Market Update: March 2022
Commonwealth CIO, Brad McMillan, recaps February’s market and economic news. After a weak January, markets were down across the board in February. Although they were able to bounce back to end the month, could the Fed’s tightening policy and war in Ukraine spell more...
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 Few Words from...
Ryan Gomendi Made Partner at Strategic Retirement Plans
Billings, MT. (March 17, 2021) Strategic Retirement Plans, is excited to announce the new ownership/partner status of Ryan Gomendi. Strategic Retirement plans has been serving the Gillette, WY and Billings, MT area for over 20 years. As a holistic...