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DECEMBER 2023 – JANUARY 2024

Thriving in 2024: Setting Yourself Up For Success

Justin Hearty
In this month’s edition, we explore proactive strategies for a successful year, emphasizing the importance of resilience, strategic planning, and adaptability in navigating the financial landscape and achieving your personal goals.

Building a Strong Financial Foundation

Embarking on a journey towards financial stability and success is like constructing a sturdy building – it requires a solid foundation. As we step into 2024, let’s delve into the essentials of building a robust financial groundwork that withstands the tests of time. In this article, we discuss the following:

  • Establishing clear financial goals
  • Budgeting as a cornerstone
  • Emergency fund: Your financial cushion
  • Investing wisely for long-term growth
  • Continuous learning and adaptation

Read more…

Budgeting for Milestones: Navigating Life Changes in the New Year

As we bid farewell to the old and embrace the new, it’s opportune to delve into the art of budgeting for significant life changes. Whether you’re preparing for marriage, expanding your family, or embarking on the journey of homeownership, a meticulously crafted budget is your compass to financial success during these pivotal moments. The following is discussed in this article:

  • Acknowledging life’s transformative events
  • Creating a milestone-focused budget
  • Anticipating wedding bells
  • Expanding your nest
  • Purchasing your dream home
  • Balancing emotional and financial realities
  • Seeking professional guidance

Read more…

The Power of Small Wins: Achieving Financial Success Through Incremental Goals

In the realm of financial planning, significant achievements often come from small, consistent efforts. As we enter the new year, let’s explore how recognizing and celebrating these modest victories can play a pivotal role in attaining enduring financial success. This article’s discussion points are as follows:

  • Embracing the journey, one step at a time
  • Defining small wins
  • The psychological impact of celebrating success
  • Setting realistic short-term goals
  • Cultivating a positive financial mindset
  • Incorporating small wins into your financial plan

Read more…

About Strategic

Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $2 billion.

Overview

Disclosures

Strategic Financial Services, Inc. is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor. The term “registered” signifies compliance with regulatory requirements and does not imply a certain level of skill or training.

The information provided on our website, including weekly market commentaries, financial planning articles, and other educational resources, is intended solely for educational purposes. It is designed to offer insights into financial planning and investment management, aiming to enhance understanding of financial concepts, strategies, and market trends. This content should not be interpreted as personalized investment advice or a recommendation for any specific strategy, financial planning approach, or investment product. Financial decisions are deeply personal and should be made considering the individual’s specific circumstances, goals, and risk tolerance. We recommend consulting with a professional financial advisor for personalized advice.

Please be aware that Strategic Financial Services, Inc. does not provide legal or tax advice. The content on this website is not intended to be used as such or as a substitute for legal or tax advice from a licensed professional. We advise seeking guidance from qualified legal and tax advisors regarding these matters.
Investment Risks and Portfolio Management.

The discussion of any investments on this website is for illustrative purposes only and provides no guarantee that the advisor will make any investments with the same or similar characteristics as those presented. The investments identified and described herein do not represent all the investments purchased or sold for client accounts. The selection of representative investments to discuss is based on various factors, including recent company news or earnings releases.

It should not be assumed that any investments discussed were or will be profitable. All investments involve risk, including the potential loss of principal. There is no assurance that investments mentioned will remain in client accounts at the time you view this information.

When index returns are mentioned on this site, they are provided as a general indicator of market conditions and are not representative of any client’s portfolio performance. Indices are unmanaged, do not incur management fees, costs, and expenses, and cannot be invested in directly. Therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.

While index returns are used as a framework to report on general market conditions, they should not be construed as an indicator of future performance of any specific investment or portfolio. Discussion of index returns is intended to provide context and insight, not to suggest that clients will achieve similar results. Each client’s portfolio is managed according to their specific investment goals and financial situation.

The opinions and any forward-looking statements expressed in the articles and videos featured in our resource center are as of the date of publication. These statements are based on current laws, regulations, market conditions, and other relevant factors, including third-party data. Given the dynamic nature of financial and regulatory environments, as well as potential changes in market conditions or economic circumstances, the information provided may become outdated or may no longer be accurate.
We rely on third-party data to form our opinions and projections, which means that these are subject to the same uncertainties that affect all data-dependent analyses. As such, we advise readers to exercise caution and not rely solely on the statements made herein for making financial decisions. It is recommended that investors consult with a professional advisor who can help assess the relevance and accuracy of the content in light of the current economic climate and personal financial situation.

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