Perspectives Worth Reading
Stay informed with market commentary, firm news, and practical guidance from the StrongBox Wealth team.
REFLECTIONS ON THE PAST YEAR AND EXPECTATIONS FOR 2022
To our clients, professional advisor resources, and friends We would like to commence our first of the year message by…
Should Cerner Stockholders Sell Their Stock After Acquisition Announcement?
On Friday, December 17, 2021, the Wall Street Journal reported that enterprise software giant Oracle was in talks to purchase…
Advisors Can Help Clients Develop Charitable Giving Strategies
“Charitable giving may not be the first reason someone consults an advisor, but it’s an area where they can help…
Year-End Tax Tips
top 10 year-end tax tips The end of the year is nearly upon us. While we focus our…
What’s Spooking You
Because all investing involves some form of risk, and every person has a varying level of comfort with it, we…
Affluent Clients Choose Independence
By Sam Del Rowe, Financial Advisor IQ, September 20, 2021 The independent fiduciary model is more attractive to the richest advisory…
