At The Strategic Wealth Group, client education is one of our top priorities. No matter what stage of life you’re in, we want to provide the information, resources, and guidance you need to make smart decisions about your wealth management. We invite you to explore our library of blog posts and resources on this page and check back often for the latest investing management news.
By Sergio V. Ortiz A Common Experience, With a Recognizable Pattern In my experience, there’s a moment that tends to surface for professionals in fields like dentistry, medicine, and other...
By Chase Gelardi, CFP® If you joined Honeywell before the pension plan was frozen in the early 2000s, there’s a good chance you still have a legacy benefit. If you’re...
Each quarter, we provide the latest market and economic updates, valuable planning insights, and other relevant information to help you stay informed. Data Monitor Inflation Consumer price inflation has moderated...
By Chase Gelardi, CFP® In my experience, a long career at a publicly traded company can often evolve in ways employees don’t fully anticipate. Everyone’s path is different, but one...
By Sergio Ortiz Recently, my wife and I went out to dinner with a group of friends. She’s a nurse practitioner, and before long the conversation turned to the practice...
By Chase Gelardi, CFP® Intel has been one of the largest employers in the Phoenix area for decades, after establishing a long-term presence here in the 1970s. For many employees,...
