"The Magnificent 7" and Makings for an Interest Rate Turnaround
2023
StrongBox Wealth, now navigating its fifth year, is an independent wealth advisory firm born out of an ambition to…
Enhancing Online Security – Guidance From StrongBox Wealth During Cybersecurity Awareness Month
The StrongBox Wealth team takes a moment to thank their loyal clients for 4-years of confidence.
We are delighted to share that StrongBox Wealth’s Managing Partner, Chuck Cooper, CFP®, has been nationally recognized as one of…
By Suzanne WoolleyApril 6, 2023 at 10:00 AM CDTCorrected April 11, 2023 at 2:28 PM CDT Banking turmoil and…
Congratulations to Jon Garlow, CPWA®, AIF®, on completing your certification as an Accredited Investment Fiduciary® from Fi360 (now Broadridge)!…
In a nice reversal from last year’s market performance when the S&P 500 Price index was down more than 19% and the bond market had its worst year on record, the S&P 500 posted a 7% gain in the first quarter of 2023 while the Bloomberg U.S. Aggregate Bond Index gained 2.5%.