Resources

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…

Mind Over Matter: Some Thoughts on the US Debt Ceiling

Posted by Financial Strategies Group in Blog Posts

The debt ceiling, or limit, reflects the amount of money the United States (US) Congress has authorized the government to borrow and Congress can authorize increases when the government nears or reaches the existing limit. The US effectively reached the debt limit in January, triggering…

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…