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
VIDEO SERIES: ExxonMobil Benefits Package + Retirement Considerations
In this 5 part video series, Certified Financial Planners and Advisors, Ryan and Gabe, cover the components of the ExxonMobil Benefits package and all of the factors to consider for planning your retirement. Click the list icon in the top right corner of the video to...
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...
Video: 3 Part Series on the Investment Process
What goes into the Investment Process when working with SRP clients? Listen in as Gabe and Ryan, financial advisors, break down their internal process and all of the factors they consider. Investment Process Part1: How important is knowing your risk score?...
How Does Biden’s Tax Proposal Affect You? Part 2
President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover Proposed changes to the capital gains rate of incomes above $1 millionProposed corporate and individual tax rates going...
How Does Biden’s Tax Proposal Affect You? Part 1
President Biden has proposed some new tax changes. How does this proposal affect you? We are breaking it down into 2 videos. In this video, we cover The "Stepped Up Basis"- the changed value of an inherited assetThe "Gift and Estate" tax https://youtu.be/1dYvK9VAPYU...
Rising Interest Rates and My Retirement Portfolio
Two months into Joe Biden's presidency, Gabe and Ryan give us the latest on the rising interest rates for 2021 and how it affects your retirement portfolio. https://youtu.be/jR1pkAUlPsw How do the rising interest rates affect your portfolio? It's been two months since...
What could be the long terms effects of COVID-19 on the market?
We're one year into Covid-19 and have been seeing the short-term effects on our economy. But what are some long-term effects that are here to stay? Catch up with CFPs, Gabe Lapito and Ryan Gomendi. https://youtu.be/kh-W4CMwggQ How has COVID-19 changed the way we live...
How Will the new Administration Affect the Economy?
A lot of change is to be expected with a new administration, but how that affects our economy is yet to be seen. Stay in the know with Gabe and Ryan, SRP's Certified Financial Planners https://youtu.be/E9ynN2PN7mA What should you expect in the near future with our new...
Health Insurance in Retirement
One of the biggest questions we get from our clients in retirement is how do we handle health insurance before turning 65? How do you afford it and who do you buy it from? Learn some helpful tips from Gabe Lapito and Ryan Gomendi. https://youtu.be/lXPvu2L9log How to...
Stimulus, Debt, and the US Economy
How does government stimulus affect the US economy in the short term and the long term? https://youtu.be/9KmEesdpcjU
Is the Stock Market Gambling?
Is Game Stop right for you? Watch the video to see Gabe and Ryan’s take on gambling versus investing. https://youtu.be/7MdXXYM1V9s Difference between Gambling and Investing Is the stock market gambling? We get that question quite a bit and the short answer is, we...
What are the factors that affect my pension?
Do you have a plan for your pension? At SRP, we work with each individual to figure out the best plan when it comes to your pension. There are many factors that can affect this decision, including age, marital status, and interest rates. Watch this video with our...