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.
Over the past week, we’ve been experiencing more day-to-day volatility, with sharper swings and a noticeable shift in market leadership. While market volatility is never comfortable, periods like this can...
By Sergio Ortiz There are many reasons small business owners may avoid implementing a 401(k). It’s easy to push to the bottom of the to-do list, it may not feel...
By Bruce Ward, CFP® Raytheon (RTX) has a long history in Tucson, and for many people here, it’s been more than just a place to work. It’s offered a meaningful...
By Sergio V. Ortiz When I go to the dentist, the engineer side of me comes out. I’m drawn to the precision of it all. The way a busy office...
By Chase Gelardi, CFP® For employees receiving equity compensation at Carvana, performance over the past few years has been very good to shareholders. And while that kind of growth...
By Sergio Ortiz Owning a business means accepting a certain level of variability. Revenue rises and falls, expenses shift, and growth rarely follows a predictable pattern. Most owners understand this...
