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  • Home
  • About Us
    • Your Team
    • Company News
    • Company Values
  • Services
    • For You
    • For Your Company
  • NextGen
  • Blog
  • Resources
    • What’s my risk tolerance?
  • Contact Us
  • Access my Account
    • WealthVision Video
    • Access my Account
    • Learn More PDF
  • Ask an Advisor a Question
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Blog

An Opportunity in the Making

By Jordan Arnold|2022-05-04T14:31:55-04:00May 5th, 2022|Advice, Stocks|

The start of 2022 has been rocky, to say the least. Recently, the [...]

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Really, You Don’t Need to Look

By Graig Stettner|2022-04-06T12:23:55-04:00April 6th, 2022|Advice, Market Update, Markets|

Have you been losing sleep over the stock market? If there’s any way [...]

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Why are my Property Taxes Going Up?

By Jordan Arnold|2022-03-25T14:48:09-04:00March 8th, 2022|Housing, Market Update|

Every spring and fall we are reminded of the fact that we are [...]

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Maximizing Your Giving Strategy

By Jordan Arnold|2022-03-29T12:21:09-04:00February 21st, 2022|Advice, Investment management|

The Tax Cuts and Jobs Act (TCJA) that was passed in 2017 changed [...]

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A Market Correction is Coming

By Graig Stettner|2022-02-01T10:50:42-05:00February 1st, 2022|Uncategorized|

A market correction is coming, we just don’t know when. Good economists know [...]

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Year-End Reminder: Tax-Planning Opportunities

By Graig Stettner|2021-11-29T15:53:17-05:00November 29th, 2021|Advice, Year-end|

Every year, U.S. taxpayers face a number of year-end deadlines which, if ignored, [...]

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How Will You Invest My Money?

By Graig Stettner|2021-10-25T14:51:10-04:00October 29th, 2021|Advice|

At Strategence Capital, our investment approach can be summed up in a simple [...]

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The Importance of Updating Retirement Plan Beneficiaries

By Graig Stettner|2021-12-28T10:57:27-05:00October 27th, 2021|Retirement Plans|

While it’s often the last step in enrolling in your employer’s retirement plan, [...]

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Year-End Reminder: Consider a QCD

By Graig Stettner|2021-10-27T11:59:50-04:00October 25th, 2021|Advice, Year-end|

Taking Required Minimum Distributions? Charitably Inclined? Consider a QCD A QCD is a [...]

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How Much Should I Save for Retirement?

By Graig Stettner|2021-12-28T10:57:42-05:00October 21st, 2021|Advice, Retirement Plans|

When we meet with someone in a retirement plan, one of the first [...]

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