Newsletters

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…

October 2022

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

With October being National financial planning month, we thought now was a better time than any to discuss just how crucial a financial plan is to your financial and personal goals. That said, it’s also the beginning of the year’s final quarter, and the end…

September 2022

Posted by Financial Strategies Group in Newsletters

Why We Continue Fighting to End Alzheimers As many of you know, it’s around this time of year when we start raising additional awareness and funds for our annual walk to end Alzheimer’s. Not only is this a cause that some of us feel passionately…

August 2022

Posted by Financial Strategies Group in Giving More, Newsletters

How to Navigate the Age of Internet Scams and Identity Theft Protecting your money and identity has come a long way since the days when you bought groceries with a check that had your name, birthdate, Social Security number, and address printed on it. But,…

July 2022

Posted by Financial Strategies Group in Economic Update, Newsletters

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or…

June 2022

Posted by Financial Strategies Group in Economic Update, Newsletters

A Letter to Our Clients We wanted to take a moment to address some of the stress you may be experiencing due to what we’re currently seeing in the markets. Please know that fluctuations similar to this are normal and that your financial plan was…

May 2022

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

Remembering Memorial Day Many of us look forward to Memorial Day as we look forward to any other Holiday. It often means a day off of work, barbecue cookouts, family and friend events, traveling, and the start of good weather for the summer months. But…