by Advising Partner | May 6, 2024 | Chris Harris, SAP
At Strategic Advisory Partners, we take pride in our diverse team of financial experts who are dedicated to empowering individuals and communities through financial literacy. Today, we’re thrilled to shine a spotlight on one of our esteemed Financial Advisors,...
by Advising Partner | May 3, 2024 | Monthly Note
“Adaptability is about the powerful difference between adapting to cope and adapting to win.” –Max McKeown The S&P 500 has seen some downward movement this April, with notable volatility that saw a dip of 5.5% as of April 19. However, don’t expect us to hit...
by Advising Partner | May 3, 2024 | Asset Allocation
May 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities Exposure will increase and remain overweight. Trends over all timeframes are positive and it remains the strongest equity asset class. A portion of exposure will be added from weaker real estate...
by Advising Partner | Apr 3, 2024 | Monthly Note
Shouldn’t We Be Enjoying This Ride? In our recent chats, we’ve been nudging you to savor the present, even amidst the usual bouts of worry that tend to pop up. It’s easy to wonder how long the good times will last or when the next bump in the road might...
by Advising Partner | Apr 3, 2024 | Asset Allocation
April 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities Exposure will not change and remain overweight. Trends over all timeframes are positive. Within U.S. equities, exposure continues to be tilted toward growth and large caps. Value, mid, and...
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