SRP News
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...
Gabe Lapito Honored Forbes’ Best-In-State Wealth Advisors for the Fifth Consecutive Year
Billings, MT. (February 11, 2021) Strategic Retirement Plans, a holistic financial planning firm, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for...
Living Generously: Mackenzie Chooses Family Service
Continuing our 25th year of Living Generously, it’s Mackenzie Palmer's turn to choose a nonprofit to give to this quarter. She’s chosen to donate $250 from SRP to Family Service, an organization that’s been helping needy families in our community for 114 years. ...
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 front, with drops in the daily case growth rate and increased testing. They were also...