Wealth Management
Tax Planning Strategies to Consider Before 2022
As the year end approaches, we wanted to share with you important tax strategies to consider, which may help you save on your taxes–now and in the future. Watch this video for a quick summary of the year-end tax tips. Here are the year-end tax planning tips to consider: 1. Potential benefits of converting to…
Read MoreEvaluating Your Executive Stock Options
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of compensation, they also leave you with plenty of decisions to make about how and when to use them. It’s important to understand the ins and outs of stock options to…
Read MoreShort-Term Investing
When you think about short-term investing what comes to mind? We talk about long-term investing strategies regularly, but in this video we walk you through short-term investing. A short-term investment typically seeks to protect capital while generating returns. For many people there are various short-terms inside of a larger long-term. Your financial life is not…
Read MoreAutomated Investing vs. Human Guidance
When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? A financial advisor is a professional specializing in financial planning, wealth management and other personal finance services. On the other hand, a robo-advisor is a digital platform that uses algorithms…
Read MoreWhat makes Strategy Financial Group different?
We are often asked, “What makes you different?” The question isn’t always that direct; it can come in a variety of forms, but we get some iteration of that inquiry often. In this video, we are going to answer that question.
Read MoreWhat You Need to Know About Investing During an Election
Elections can move the market, but that doesn’t mean you should change your approach Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. In November 2016, for example, Donald Trump’s victory sent Dow Jones Industrial Average futures plunging 900 points on election night, as investors reacted…
Read More6 Steps to Protecting Your Wealth During Divorce
A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during—and after—a divorce: Step 1. Assess your finances and make a budget As divorce proceedings get underway, take stock…
Read More5 Rules of Long-Term Investing
These best practices can help you stay invested during the market’s ups and down. The COVID-19 pandemic helped put an end to the longest bull market in history. The stock market plunged, and many investors were tempted to pull their money out of the market to avoid additional losses. But periods of uncertainty offer a…
Read MoreMarket Commentary Q2 2020
Our latest quarterly market commentary provides an overview and analysis of market performance during the second quarter of 2020. Click here to download our Quarterly Commentary Q2 2020. The article referenced in the video: https://www.forbes.com/sites/robertberger/2020/07/30/gdp-plunged-329-heres-why-it-matters/#34d074205943 To schedule a call with one of our advisors, click here.
Read More5 Tips for Managing a Sudden Financial Windfall
As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion dollars is expected to change hands by 2026. You may acquire sudden wealth in other ways, such as the sale of a business or property, divorce settlements, winning the lottery,…
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