November 2023

November 2023

Posted by Financial Strategies Group in Newsletters

Finding gratitude and allowing ourselves to really enjoy it can feel especially hard when the world around us feels so heavy. The small things start to feel like they shouldn’t matter so much, and it can be hard to appreciate the day-to-day when we feel…

Some Life Lessons From Byron Wien

Posted by Financial Strategies Group in Blog Posts

We wanted to share a recent letter that Blackstone sent out in memory of the “Wall Street Seer” and very much beloved Byron Wien. He had so many life lessons to share with us all and it’s by sharing stories and life lessons like these…

October 2023

Posted by Financial Strategies Group in Newsletters

Our October newsletter features a letter from Kim in honor of National Breast Cancer Awareness Month. “In light of this month being Breast Cancer Awareness Month, I wanted to share my experience with the hope that I might help one person, nudge one friend, or…

August 2023

Posted by Financial Strategies Group in Giving More, Insights, Newsletters

Let’s Talk About Some of The Advantages and Disadvantages of AI. We’re sure you’ve been hearing all about AI lately, and we thought it could be beneficial to talk through some of the benefits- and disadvantages we see with Artificial Intelligence as it’s become available…

July 2023

Posted by Financial Strategies Group in Newsletters

The first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate. For this reason, we thought it would be helpful to break down some key takeaways from the last six months. Continue…

June 2023

Posted by Financial Strategies Group in Newsletters

As the official Summer Solstice, June 21st is the Longest Day of the year. It’s also the day with the most light, and considering how heavy the world can feel at times, it’s a day that is worth celebrating and recognizing. The Alzheimer’s Association has…

Mind Over Matter: Some Thoughts on the US Debt Ceiling

Posted by Financial Strategies Group in Blog Posts

The debt ceiling, or limit, reflects the amount of money the United States (US) Congress has authorized the government to borrow and Congress can authorize increases when the government nears or reaches the existing limit. The US effectively reached the debt limit in January, triggering…

May 2023

Posted by Financial Strategies Group in Newsletters

Our May newsletter features a Housing Market Update for 2023, brought to you by Nicholas Rios, Beth Brandt, and Adele Pick. Watch: Meet the Professionals- A housing market update