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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.
From Start to Heart: Wealth-Building with Impact
Weekly Market Recap

Weekly Insights

Doug Walters, Chief Investment Officer
Our weekly market insights from the desk of Chief Investment Office, Doug Walters.
A Good Problem To Have
Your Planning Playbook

Planning Best Practices

Financial Planning Team
Your go-to resource for financial planning tips and tricks to elevate your financial literacy.
Key Changes & Clear Answers: What the One Big Beautiful Bill Means for You
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.
No Time for Fortune Telling
  • 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
  • Weekly Insights
    The Unique Ability to Say No
    August 1, 2025
  • Weekly Insights
    Staying the Course After a Market Rally
    July 26, 2025
  • Weekly Insights
    Caution: Alternatives Coming to a 401(k) Near You?
    July 19, 2025

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