Newsletters

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…

March 2023

Posted by Financial Strategies Group in Newsletters

Dimensional Fund Advisors was ranked #1 in Barrons Best Fund Families of 2022. You can continue reading more about the award and why DFA was chosen in this month’s newsletter. Thank you for trusting us as your advisors and the partners we are proud to…

February 2023

Posted by Financial Strategies Group in Newsletters

As our team has continued to evolve and grow, we thought it would be nice to briefly reintroduce some of our team with a brief reminder of what we’re here to assist you with on a daily basis. We’re so grateful for you. Continue Reading…

January 2023

Posted by Financial Strategies Group in Economic Update, Financial Planning, Insights, Newsletters

When we come across articles that speak to our core investment philosophies, we are inclined to share them with you all, especially during times of larger market and world events. During these events, emotions run heavy, and our instinct is to flee or immediately change…

November 2022

Posted by Financial Strategies Group in Giving More, Health and Happiness, Newsletters

If you’ve been reading our newsletter over the past few years, then you’re most likely familiar with the theme of this month’s letter. Gratitude. A simple word. One that we are all very familiar with and have even gone so far as to dedicate an…