October 2025
July 2025 | Midyear Outlook 2025
Posted by Financial Strategies Group in NewslettersLPL Research recently unveiled Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations, their semi-annual report that recaps where markets and the economy have been over the first half of 2025 and where they may be going over the remainder of the year. We’re pleased to bring…
June 2025 | The Longest Day
Posted by Financial Strategies Group in Blog Posts, Giving More, NewslettersThis year, the longest day is June 20th. Each year on The Longest Day—also known as the Summer Solstice—people around the world come together to fight the darkness of Alzheimer’s. It’s a powerful reminder that even on the longest day of the year, when the…
Market Resilience Amid Uncertainty
Posted by Financial Strategies Group in Blog Posts, Economic UpdateThe latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the April 8 lows — especially if trade deals and tariff reductions don’t materialize soon — the lesson is clear: in…
May 2025 | Family Meeting Considerations
Posted by Financial Strategies Group in Family, Financial Planning, multi-generational planning, NewslettersAs we embrace the fresh energy that spring brings and look ahead to summer, May is the perfect time to revisit the conversations that matter most—those that strengthen and protect your family’s financial future. Have you ever considered a family meeting as a part of…
Is The Dollar Really Dying?
Posted by Financial Strategies Group in Blog Posts, Economic UpdateWe always aim to keep you informed, and this recent commentary from Brian Westbury at First Trust offers a helpful perspective worth sharing. Back on January 10, 2025, it cost $1.024 to buy one Euro. Last Friday, the $/Euro exchange rate was $1.125 – a…
April 2025┃Navigating Market Volatility with Diversification
Posted by Financial Strategies Group in NewslettersThe recent market sell-off and volatility has served as a powerful reminder of the importance of a disciplined, diversified investment approach. While sharp market movements can be unsettling, they also highlight the value of a portfolio built to weather a variety of economic conditions. Why…
Recession Alert?
Posted by Financial Strategies Group in Blog PostsWe’re pleased to share some insights from Brian S. Wesbury, Chief Economist at First Trust. Is the US already in recession? Probably not. But in the first quarter, real GDP is very likely to have a minus sign in front of it. Yes, a negative reading for real…
March 2025 | Tariff Transition
Posted by Financial Strategies Group in Blog PostsAs spring approaches and the weather warms, the U.S. economy has begun to cool. After a sizzling recovery from the pandemic, followed by a period of surprisingly solid and steady growth on the back of resilient consumer spending, the economy finally seems poised to downshift…
February 2025┃Tax Changes to be Aware of
Posted by Financial Strategies Group in Blog PostsFor the 2024 tax year (the returns you’re filing in 2025), the IRS has introduced a mix of inflation adjustments and other rule changes that may affect your tax filing. Here are seven updates to be aware of while working on your 2024 return. 1….