December Newsletter
Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, NewslettersRead Here
Economic Update
November 2020
Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, NewslettersRead Here
Webinar: Investment and Income Strategies for Your Next Chapter
Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, NewslettersMissed our virtual event? Not a problem. You can watch the live event by visiting the link below. Watch: Investment and Income Strategies for Your Next Chapter Webinar
October 2020
Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, Newsletters
September 2020
Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, Newsletters
August 2020
Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, Newsletters
July 2020
Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, Newsletters
Digesting the Noise
Posted by Financial Strategies Group in Blog Posts, Economic Update, Financial PlanningWe have all been hearing a lot of talk recently in the media about signs of an impending recession. You might have even heard about “inverted yield curves” and how we’re currently in the longest period of economic expansion. Also, people have expressed worry about…
Our Thoughts on the U.S. Elections
Posted by Hank Cleare in Blog Posts, Economic UpdateFor the past 30 years, we have counselled clients during elections. It has been our experience that some are fearful, while others are optimistic. Like a friend and fellow financial advisor recently said, “The reality is that we are pretty much a 50/50…