STRATEGIC WEALTH DESIGNERS News to Use
Get answers to your retirement questions, financial tips, resources and relevant news updates in one convenient location.
Strategic Journal
Wine & Wisdom Recap by Rebekah Anderson We kicked off the Holiday season with our Wine & Wisdoms! In Cincinnati, our guests gathered around the tree at Cooper Creek Event Center. Dinner and drinks were enjoyed alongside an insightful discussion led by Josh Smith on the current state of the economy. Clients played a game…
Strategic Journal
Wine & Wisdom Recap by Rebekah Anderson We kicked off the Holiday season with our Wine & Wisdoms! In Cincinnati, our guests…
STRATEGIC WEALTH DESIGNERS ACQUIRES PSP & ASSOCIATES INC.
Growing financial services firm expands into Arizona through acquisition of Phoenix-based financial advisory firm.
7 ESSENTIAL QUESTIONS TO ASK A FINANCIAL ADVISOR
Planning for retirement can be daunting, so it’s no wonder that some choose to enlist the help of a financial advisor.
WHAT IS A FINANCIAL ADVISOR? THE ULTIMATE GUIDE
What is a financial advisor? Do I need one? Are fiduciaries worth the expense? How can a financial advisor help with retirement? Will they be careful with my investments? Can I even trust them?
BEST FINANCIAL PLANNING TIPS
Financial planning is not for the faint of heart. With so much “advice” floating around, how do you get out the junk and focus in on what is valuable to your situation?