The past few weeks have been a tumultuous period for the financial sector. The collapses of Silicon Valley Bank (SVB) and Signature Bank were the second and third-largest U.S. bank failures in history, overshadowed only by the 2008 collapse of Washington Mutua. Just weeks later, Swiss bank Credit Suisse also collapsed and was bought by …
This article was written by Ryan Antepenko, Financial Advisor at Strothman Wealth Care. Ryan has over 15 years of financial planning experience. He holds Series 7 and 66 securities licenses and is an Accredited Investment Fiduciary (AIF). He also has his Life, Accident and Health insurance license and is a licensed Loan Officer. Ryan excels in creating comprehensive financial plans by listening to your goals and building strategies with which you are comfortable.
With tax filing season now in full swing, the team at Strothman+Co felt it important to remind our clients and the wider community of the importance of a sophisticated tax strategy in building wealth. As the saying goes, it isn’t about how much you make, it’s about how much you keep. This insight was one …
This article was written by Bill Meyer, Managing Partner at Strothman+Co. Bill serves clients in a broad range of industries as they launch, grow, maximize, invest, and sell their businesses. On a regular basis, he can be found assisting with matters such as financial reporting; forecasts and projections; cash management; financing; and business improvement. He provides services in the areas of accounting, assurance, tax planning, valuations, and investment advice.
As we approach the end of the year, it’s safe to say 2022 has been a tumultuous year for the financial markets. Major indexes have dropped significantly, interest rates are rising, and inflation has been pervasive. But for wealth managers, financial planners, and asset managers, dealing with this volatility and building successful, long-term strategic plans …
At Strothman Wealth Care, we want to make you aware of opportunities that exist both inside and outside of our management. Recently, the U.S. Treasury announced that I-Bonds will pay 9.62% through October 2022 which we believe is very compelling given the challenging start in the markets we’ve seen so far this year. What is …
This article was written by Ryan Antepenko, Financial Advisor at Strothman Wealth Care. Ryan has over 15 years of financial planning experience. He holds Series 7 and 66 securities licenses and is an Accredited Investment Fiduciary (AIF). He also has his Life, Accident and Health insurance license and is a licensed Loan Officer. Ryan excels in creating comprehensive financial plans by listening to your goals and building strategies with which you are comfortable.
Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation. The Dow Jones Industrial Average slipped 0.12%, while the Standard & Poor’s 500 was flat (+0.06%). The Nasdaq Composite index led, picking up 0.65% …
This article was written by Ryan Antepenko, Financial Advisor at Strothman Wealth Care. Ryan has over 15 years of financial planning experience. He holds Series 7 and 66 securities licenses and is an Accredited Investment Fiduciary (AIF). He also has his Life, Accident and Health insurance license and is a licensed Loan Officer. Ryan excels in creating comprehensive financial plans by listening to your goals and building strategies with which you are comfortable.
If you really want to make impact in your new grad’s life, make an investment in his or her future with a 529 College Savings account. There are two versions: an investment account and a prepaid account. Assuming you are opening an account now and don’t have time for investment growth, you may need to …
This article was written by Ray Strothman, Chairman at Strothman+Co. Ray founded the firm in February 1983 and, as Chairman, plays an integral part in the firm’s management. Ray’s passion is to be a trusted advisor for the clients of the firm. He has experience in all areas of public accounting, providing financial statement preparation, and tax and management advisory services, for business owners, business investors and nonprofit organizations.
War in Ukraine weighed on stocks as investors assessed the economic impact of continued hostilities, expanding economic sanctions, and potentially higher inflation due to rising oil prices and new stresses on the global supply chain. The Dow Jones Industrial Average fell 1.30%, while the Standard & Poor’s 500 lost 1.27%. The Nasdaq Composite index slid …
This article was written by Ryan Antepenko, Financial Advisor at Strothman Wealth Care. Ryan has over 15 years of financial planning experience. He holds Series 7 and 66 securities licenses and is an Accredited Investment Fiduciary (AIF). He also has his Life, Accident and Health insurance license and is a licensed Loan Officer. Ryan excels in creating comprehensive financial plans by listening to your goals and building strategies with which you are comfortable.
One of the easiest ways to save for retirement is to participate in an employer-sponsored retirement plan. You simply select a percentage of your paycheck that you would like transferred to your 401(k) (or similar) account. Not only does your employer make the transfer for you, but it comes out of your paycheck before income …
This article was written by Ray Strothman, Chairman at Strothman+Co. Ray founded the firm in February 1983 and, as Chairman, plays an integral part in the firm’s management. Ray’s passion is to be a trusted advisor for the clients of the firm. He has experience in all areas of public accounting, providing financial statement preparation, and tax and management advisory services, for business owners, business investors and nonprofit organizations.
Taking over your aging parents’ finances is not easy. But it’s something that can be handled in an organized, compassionate way. Here’s a roadmap that shows how to embrace it and do the right things for everyone involved. Start the conversation early. Right now, your parents might not need any help. They might be handling …
This article was written by Ray Strothman, Chairman at Strothman+Co. Ray founded the firm in February 1983 and, as Chairman, plays an integral part in the firm’s management. Ray’s passion is to be a trusted advisor for the clients of the firm. He has experience in all areas of public accounting, providing financial statement preparation, and tax and management advisory services, for business owners, business investors and nonprofit organizations.
Strothman Wealth Care U.S. Markets Stocks rallied in December as early data suggested that the health impact of the Omicron variant was less severe than initially feared. The Dow Jones Industrial Average picked up 5.38 percent, while the Standard & Poor’s 500 Index gained 4.36 percent. The Nasdaq Composite lagged, climbing 0.69 percent. Omicron Worries …
This article was written by Ryan Antepenko, Financial Advisor at Strothman Wealth Care. Ryan has over 15 years of financial planning experience. He holds Series 7 and 66 securities licenses and is an Accredited Investment Fiduciary (AIF). He also has his Life, Accident and Health insurance license and is a licensed Loan Officer. Ryan excels in creating comprehensive financial plans by listening to your goals and building strategies with which you are comfortable.