News & Commentary – STRONGBOX WEALTH

Against a backdrop of tightening monetary policy, heightened geopolitical tensions, weakening economic data, fatigued business and consumer confidence, atypical currency movements, an overall risk-off atmosphere for stocks through the first three quarters of this year, and U.S. midterm elections on Tuesday, November 8th, investors should prepare for further volatility over the remaining months of this year.

26 Jul: LOOKING BEYOND A TURBULENT FIRST HALF OF 2022

The Oxford English Dictionary defines turbulent as “characterized by conflict, disorder, or confusion; not controlled by calm.” There seems no better description of the first half to 2022 given the crosscurrent of interrelated issues including economic uncertainty, persistent inflation build, Federal Reserve monetary policy, and strife in Ukraine.

MARKET UPDATE INFLATION INTEREST RATES AND INVASION (2)

03 May: MARKET UPDATE: INFLATION, INTEREST RATES, AND INVASION

With the unfolding Russia/Ukraine war, commencement of the U.S. Federal Reserve’s long expected monetary policy change to hike overnight interest rates, widespread concerns over shortage-induced price increases for energy and food, and further COVID-related lockdowns in China, these conditions have produced a high degree of uncertainty to start 2022 and have caused material adverse financial market conditions along with elevated price volatility.

06 Jan: REFLECTIONS ON THE PAST YEAR AND EXPECTATIONS FOR 2022

We would like to commence our first of the year message by offering gratitude and sincere appreciation for our clients during this past year filled with so many unknowns.

20 Dec: 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…

1200x625 JG Edits Charitable Giving FAIQ

20 Dec: 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…

SBW Top Ten Tax Tips Social Creative- Abstract

19 Nov: Year-End Tax Tips

The end of the year is nearly upon us. While we focus our attention on the spirit of the holiday season, it’s also a great time to assess important aspects of your tax situation. Below is a short list of year-end reminders.

26 Oct: What’s Spooking You

Because all investing involves some form of risk, and every person has a varying level of comfort with it, we emphasize to clients the importance of understanding, balancing, and mitigating risks where possible.

20 Sep: Affluent Clients Choose Independence

The independent fiduciary model is more attractive than the wirehouse prototype...

11 Jun: Estate Planning Concerns in Light of Current Tax Proposals

Client Estate Planning Concerns In Light of Current Tax Proposals

07 Jun: Welcome to StrongBox Wealth – Andrew Beil, CFP®

Andrew Beil, CFP® Joins StrongBox Wealth as Wealth Advisor Lee’s Summit, Missouri – Andrew Beil, CFP® (Certified Financial Planner) joined StrongBox…

27 May: Biden’s Tax Proposals Spur Anxiety; FAs Tell Clients to Calm Down

Financial Advisor IQ’s Josh Azar writes, “President Joe Biden’s tax proposals have been a frequent topic of conversation among advisors…

We listen to your financial objectives as our first step taken together. We understand your concerns about investing, retirement income, asset preservation, and wealth transition. With clarity and resolve, we advise you by crafting and implementing a uniquely customized plan best suited to align with your priorities.