News & Commentary – STRONGBOX WEALTH

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…

07 Apr: Bloomberg Feature: Where to invest $100,000 right now

Bloomberg LP’s Suzanne Woolley, Personal Finance writer, begins “It’s tough to know what to invest in when your world has…

06 Apr: DIGITAL SECURITY BASICS

Do the words phishing scams, multi-factor password authentication, software updates, public wi-fi networks, firewalls, and encrypted browsing have you searching…

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.