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VOLUME 1, EDITION 5 | JULY 2023

Work-Life Balance: Finding Equilibrium and Maximizing Paid Time Off

Justin Hearty
Life may often feel like a fast-paced marathon, causing an imbalance between work and personal life. It’s time to take control and find your direction. This month’s edition will focus on your well-being in and out of the office.

The Meaning and Importance of Work-Life Balance

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You may have heard of work-life balance before, but have you ever assessed what it means to you? Failing to strike the proper symmetry can lead to burnout or excess stress. This article will discuss the following topics:

  • What does it mean?
  • What can you do to maintain or improve it?
  • What are the potential benefits?

Read more…

Unplug, Relax and Refresh During Your Paid Time Off (PTO)

Taking time off has many benefits, whether one day or an entire vacation. This article will discuss the following topics:

  • How to prepare beforehand
  • Maximizing it throughout the year
    • Single days of PTO in conjunction with weekends and Holidays
    • Vacations: Short and long-term
  • Final thoughts

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

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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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