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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
From Start to Heart: Wealth-Building with Impact
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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
Navigating Highs with Healthy Skepticism
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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
Key Changes & Clear Answers: What the One Big Beautiful Bill Means for You
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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
A market under no obligation to make sense
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  • Weekly Insights
    Navigating Highs with Healthy Skepticism
    October 14, 2025
  • Quarterly Market Perspectives
    A market under no obligation to make sense
    October 7, 2025
  • Weekly Insights
    Small Caps: Sensitivity, Struggles, and Signs of Life
    September 29, 2025
  • Weekly Insights
    A Good Problem To Have
    September 16, 2025
  • Weekly Insights
    The Hot Tip You Didn’t Want
    September 8, 2025
  • Weekly Insights
    Beating Uncertainty and Sleeping at Night
    August 29, 2025
  • Weekly Insights
    AI’s Reach: From Tech Titans to Small-Caps
    August 22, 2025
  • Weekly Insights
    The Customization Trap: Why “Unique” Isn’t Always Better
    August 16, 2025
  • Weekly Insights
    The Sophistication of Simplicity
    August 8, 2025

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