09
Feb
Strategic Insights – February 2026
February is where headlines test conviction. With interest rates holding steady, market leadership rotating, and volatility resurfacing across equities, crypto, and precious metals, investors are once again reminded why disciplined planning matters. At Strategic Income Group, we see uncertainty not…
15
Jan
Teaching Kids (and Grandkids) to Be Good Stewards
Raising kids who are confident, generous, and wise with money doesn’t happen by accident—it’s taught through simple, consistent habits over time. By introducing children to a clear framework for giving, saving, and spending, families can turn everyday moments into powerful…
06
Jan
Strategic Insights – January 2026
As 2026 begins, clarity and discipline matter more than predictions. In this January Strategic Insights update, we explore the current economic backdrop, the Federal Reserve’s measured approach, and what today’s market environment means for long-term investors. Most importantly, we highlight…
04
Dec
Strategic Insights – December 2025
December in Arizona brings clear skies, cool mornings, and the quiet glow of holiday lights — a natural moment to pause, reflect, and prepare for the year ahead. While the season feels calm, the markets remain active, with the Federal…
07
Nov
Strategic Insights – November 2025
November brings both gratitude and opportunity. As cooler weather settles over Arizona, Strategic Income Group reflects on thankfulness—faith, family, and the privilege of guiding clients toward purposeful wealth. This month’s Strategic Insights highlights the Federal Reserve’s November rate cut and…
15
Oct
202 – Roth Conversions: A Strategic Path to Tax-Efficient Retirement
as possible. But how you save is just as important as how much you save. The type of accounts you use can significantly affect your long-term tax liability, retirement income, and even the legacy you leave behind. One of the…
01
Oct
Strategic Insights – October 2025
It’s that time of year again in Arizona. The mornings are finally cooling off, baseball playoffs are here, and yes—the snowbirds are back. For year-round residents, that means heavier traffic and longer waits at restaurants. But it also brings fresh…
