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 all-time highs. The April employment report and declines in consumer and business confidence...
Long Term Care – It’s All About A Plan
We partnered with Ash Brokerage to discuss Long-Term Care. Quick Hits What is Long-Term Care, and what’s your plan? Medicare vs. Medicaid Private Long-Term Care Options Long-Term Care Insurance Options Watch the entire webinar...Why a Fee-Based Financial Advisor Is Right For You
How do financial advisors get paid, and why does it matter to you? Gabe and Ryan are walking through why a fee-based investment advisory practice may be right for you. There are six reasons why SPR thinks a fee-based model is right for our clients and most people we...Can a Financial Advisor Really Help?
Gabe talks about the benefits of having a financial advisor on your team. How SRP Will Help you Succeed in Retirement You’ve spent most of your life accumulating wealth, and now you are looking for a way to distribute that wealth or create a stream of income....Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
