20
Mar
The Critical Role of Assumptions in Financial Planning: Why Strategic Income Group Stands Out
- 202 - Optimizing Wealth Through Smart Investing (Advanced Level)
- 302 - Advanced Strategies in Retirement & Generational Wealth (Advanced Level)
Financial planning is only as robust as the assumptions underpinning it. Every retirement plan relies on expectations regarding inflation, investment returns, life expectancy, Social Security benefits, and periodic expenses. Unfortunately, many financial plans falter because these assumptions are not meticulously…
12
Mar
Advanced Cryptocurrency Investing: Risk, Opportunity, and Portfolio Fit
Introduction Cryptocurrencies have evolved into a significant asset class, attracting attention from individual investors, institutions, and governments. At Strategic Income Group (SIG), we recognize the potential of cryptocurrencies as alpha generators within diversified portfolios. However, we approach this asset class…
27
Feb
Is Your Budget Helping You Build Wealth—Or Holding You Back?
You work hard, make a good income, and pay your bills on time. But despite your success, you may still wonder: Am I using my money in the right way? If you’ve ever felt like you’re making good money but…
25
Feb
Major Changes to the 529 College Account That You Don’t Know About
For years, 529 college savings plans have been one of the best tools for saving for education expenses, offering tax-free growth and withdrawals when used for qualified educational expenses. However, many people are unaware of how flexible these accounts have…
19
Feb
Avoiding Tulip Mania: Why Diversification Matters More Than Ever
In the early 1600s, Dutch investors became obsessed with a seemingly harmless asset—tulip bulbs. What began as a fascination with exotic flowers spiraled into one of history’s first recorded market bubbles. Prices skyrocketed as speculators bought tulip contracts at ever-increasing…
15
Dec
How to leave an inheritance
While accumulating wealth ensures you can enjoy life and provide for your family, thoughtful planning for its eventual transfer can create a lasting legacy. Knowing the right types of beneficiaries and how to utilize tools like trusts is essential for…
15
Oct
The Tale of Two Couples
When it comes to paying off your mortgage early, opinions are divided and the stakes are high. While many believe eliminating debt is the surest path to financial freedom, others argue that leveraging a mortgage for investment growth can lead…
