Videos
OUR 5 PILLARS
Investments? Yes, of course. But what about the other four areas? Have you secured each pillar?
RELATIONSHIPS COME FIRST
We put a high priority on developing real relationships with our clients. Stepping into retirement is a major transition and we will be right there alongside you helping you navigate all of the curves right through to the very end.
UNDERSTANDING RISK
We can’t predict the future. But, we can help you understand risk and build a custom portfolio around your risk tolerance. We can even stress test your portfolio and show you how your portfolio might perform in different market environments.
CAN A FINANCIAL ADVISOR REALLY HELP?
You are about to navigate some pivotal financial transitions. Timely adjustments can change the trajectory for your entire financial future. After a lifetime of saving, you want to get this part right.
FINANCES ARE PERSONAL
Did you know that money is cited as one of the top reason for divorce in the United States? It is amazing to see the stress that can be relieved and the peace that can come when a solid financial plan is put into place.
CAN I RETIRE?
Your pension, social security, real estate, investment accounts… These will soon need to take the place of your monthly paycheck. Will it be enough? How long will it last? That’s what we can help answer for you.
THE STORY OF RYAN’S PARENTS
“If my parents would have had someone to guide them to invest in a safe and understandable way when they sold their businesses, their retirement would look so different.” Simple planning and guidance can make all the difference.
The Latest Video Updates from Gabe & Ryan
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 here.
November 2023 Market Thoughts
https://youtu.be/SnuP8zRwgu0?si=AHfgPrX6LbNad-76 Brad McMillan, Commonwealth’s CIO, recaps October’s market and economic news. U.S. indices were down for the third consecutive month, with the Nasdaq doing the worst. International markets also pulled back, and fixed...
What’s Going On With Stocks and Bonds – October 2023
https://youtu.be/2aKKHQBFlww With financial markets ever-changing, hear an update from Ryan and Gabe about stocks and bonds in October 2023.
Monthly Market Thoughts – October 2023
https://youtu.be/Ye2M6AT8dUg?si=kBTVTPj6zW8HAgiS U.S. indices were down for the second consecutive month, with the Nasdaq doing the worst. International markets pulled back, and fixed income was also down. That said, job growth remained healthy, consumer confidence...
Are We There Yet? Landing the US Economy
https://youtu.be/CeJJqWlb2pc During our 2023 Halftime Event, the SRP team discussed the economy, financial markets, and national debt.
Why a Fee-Based Financial Advisor 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...
Monthly Market Update – May 2023
After a strong March, financial markets were mixed in April. U.S. markets were up by low single digits, bond markets showed small gains, but emerging markets pulled back. Concerns around inflation and the banking crisis lingered,...
Monthly Market Update – April 2023
U.S. markets were up by low single digits in March. For the quarter, the Nasdaq performed best, followed by international developed markets and the S&P 500. The primary driver was the progress on inflation, which is well below where it...
Can a Financial Advisor Really Help?
Gabe talks about the benefits of having a financial advisor on your team. https://youtube.com/shorts/dIBUH7sJin0?si=EnSIkaIECMiOmarE 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...
Retirement Planning 101: How to Calculate Your Income Using a Safe Withdrawal Rate
Ryan discusses the best way to calculate income using a safe withdrawal rate. https://youtube.com/shorts/7phWvsv86UE?si=EnSIkaIECMiOmarE Calculating Income with a Safe Withdrawal Rate One thing that is heavily discussed in the retirement planning industry is what rate...
What Amount of Money Do I Need for Retirement?
Ryan details what SRP likes to analyze to know if an individual is ready to retire! https://youtube.com/shorts/KEfC5L9rQZw?si=EnSIkaIECMiOmarE Amount You Need to Retire This is one of the top questions clients ask and one that many people want to know. The truth of it...
Retirement Planning: How to Accurately Estimate Your Future Rate of Return
Ryan explains estimating rate of return in retirement. https://youtube.com/shorts/OMLSUSU23bA?si=EnSIkaIECMiOmarE Estimating Rate of Return How do you estimate future rate of return in retirement? We like to look into our crystal ball to know exactly what will happen...