Strategic Insights August-2026
Economic uncertainty makes thoughtful financial planning more important than ever. This month’s Strategic Insights examines interest rates, inflation, market performance, liquidity, debt, taxes, and retirement income planning—and why every dollar in your financial plan should have a clearly defined purpose.
America’s 250th Birthday: Freedom, Stewardship, and the Long View
As America celebrates its 250th birthday, the 4th of July offers more than a moment of reflection. It reminds us that progress, resilience, and legacy are built over time. In this Strategic Income Group article, we explore how freedom, responsibility,…
The Long View at Midyear: Strong Markets, Sticky Inflation, and a Plan Built to Adapt
The first half of 2026 brought strong markets, stable employment, persistent inflation, and a Federal Reserve that remains cautious. In this midyear update, Strategic Income Group takes the long view—reviewing market performance, inflation, interest rates, and planning considerations to help…
Strategic Insights – May 2026
AI, energy markets, and geopolitical shifts continue to shape today’s investment landscape, but the bigger lesson is the same: headlines rarely tell the full story. From the “Radiologist Paradox” to oil market uncertainty and shifting market leadership, this month’s Strategic…
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…
Strategic Insights – September 2025
- 101 - Financial Stewardship & Money Management (Basic Level)
- 201 - Introduction to Investing & Wealth Growth (Basic Level)
- 301 - Retirement Planning & Income Distribution (Basic Level)
- Strategic Insights
The economy is sending mixed signals—strong GDP growth and resilient markets on one side, weakening leading indicators and tariff uncertainty on the other. From potential Fed rate cuts to elevated equity valuations, we explore what these shifts could mean for…
