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Strategic’s extensive article library direct to you from our team of experts. Whether you’re looking for market insights, planning best practices or what’s new with the industry, you’re in the right place.

Firm Updates & Advisor Advice

Firm Updates & Advisor Advice

Strategic Leadership & Advisor Team
Your resource for what’s new at Strategic and articles from our team of experts.
Most Recent
The Power of Small Wins
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Weekly Market Recap

Weekly Insights

Doug Walters, Chief Investment Officer
Our weekly market insights from the desk of Chief Investment Office, Doug Walters.
Most Recent
Rotations: What Comes Around Goes Around
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Your Planning Playbook

Planning Best Practices

Financial Planning Team
Your go-to resource for financial planning tips and tricks to elevate your financial literacy.
Most Recent
IRS Finalizes RMD Regulations: What You Need to Know
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90-Day Market Summary

Quarterly Market Perspectives

Investment Committee
For an in-depth look at the market over the last 90 days from the Strategic Investment Team.
Most Recent
Inflation, Election, and AI…Oh My
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  • Planning Best Practices
    IRS Finalizes RMD Regulations: What You Need to Know
    July 26, 2024
  • Weekly Insights
    Rotations: What Comes Around Goes Around
    July 20, 2024
  • Weekly Insights
    Enjoying the Ride in a Rising Market
    July 13, 2024
  • Quarterly Market Perspectives
    Inflation, Election, and AI…Oh My
    July 6, 2024
  • Planning Best Practices
    Navigating Inflation: Smart Financial Planning for a Stable Future
    June 22, 2024
  • Weekly Insights
    Investors are Focusing on the Wrong AI
    June 14, 2024
  • Weekly Insights
    Realizing Gains Is Like Managing a Garden
    June 8, 2024
  • Weekly Insights
    Take Your Portfolio from Middling to Winning
    June 1, 2024
  • Weekly Insights
    All That Glitters in Your Portfolio
    May 25, 2024

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