Newsletters

February 2024 Newsletter

Posted by Financial Strategies Group in Newsletters

We are thrilled to be able to highlight our ParaPlanner, Matt Thomson in this month’s newsletter. From his initial days with us to the present moment, Matt been consistently demonstrating dedication, innovation, and a passion for his work. During our sit-down conversation with Matt, he…

January 2024 Newsletter

Posted by Financial Strategies Group in Newsletters

LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you a few of its key highlights today. In…

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…

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…

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  

April 2023

Posted by Financial Strategies Group in Economic Update, Newsletters

The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system.   The ability of the market to navigate nearly two weeks of headline-related risk tested…