StrateFi Wealth Management

Finding the Way Together 🗺️
Securities offered through LPL Financial, Member SIPC.

[StrateFi Wealth Management @StrateFiWealth]

The benefits—and dangers—of optimism https://t.co/TJKyKWlWhO

[StrateFi Wealth Management @StrateFiWealth]

Retire at 39 with $1 million, and your money could last decades—or run out before you hit 50. https://t.co/9dIzYUuSqP

[StrateFi Wealth Management @StrateFiWealth]

AI-generated investment portfolios are highly concentrated in large-cap tech stocks, particularly semiconductors, according to a new National Bureau of Economic Research working paper. https://t.co/cIK12jfp9R

[StrateFi Wealth Management @StrateFiWealth]

Paying off a mortgage before retirement is a personal decision, and one that likely depends on your specific financial situation. https://t.co/fHancsTNqV

[StrateFi Wealth Management @StrateFiWealth]

Knowing when to choose urgent care, the ER, or a primary care doctor isn’t always straightforward—and experts say the right call depends on the kind of care you need. https://t.co/DpCYWMDufZ

[StrateFi Wealth Management @StrateFiWealth]

From hoarding cash to buying stocks, the meaning of “safe” has shifted dramatically over the past 300 years of financial advice. Here's what to know now. https://t.co/XAHRVsLErR

[StrateFi Wealth Management @StrateFiWealth]

Tim Cook has been Apple's CEO since 2011. Apple's stock increased by over 2,000% under Cook, making it the first trillion-dollar company. Here's what smart people are saying about Cook's legacy at Apple. https://t.co/KGBMVjHDpz

[StrateFi Wealth Management @StrateFiWealth]

Households use this year’s bigger refunds to trim debt, pay bills — and treat themselves with what’s left. Is this you? https://t.co/iBJ8jIasho

[StrateFi Wealth Management @StrateFiWealth]

With luck, the Iran war won’t cause a recession. But the surge in energy prices will push up the cost of living https://t.co/ifKi5gKBMU

[StrateFi Wealth Management @StrateFiWealth]

Older and younger generations think—and communicate—about wealth very differently. Here's why, and how to manage the conversations. https://t.co/izdPehvMX6

[StrateFi Wealth Management @StrateFiWealth]

See how rising tensions in Iran could push up oil prices, increase inflation and influence your investments, interest rates and everyday costs. https://t.co/x82KY6jtv4

[StrateFi Wealth Management @StrateFiWealth]

🌷 Happy Easter!

May this season of renewal bring financial clarity, peace, and a fresh outlook for the year ahead. Wishing you a wonderful weekend.

#stratefiwealth #happyeaster #renewal #financialadvisor #springseason #reno #irvine

[StrateFi Wealth Management @StrateFiWealth]

Robocalls, texts, and phishing emails from scammers are up this tax season compared to previous years, with artificial intelligence likely increasing fraud attempts, according to the consumer protection bureau of the Federal Trade C https://t.co/bERD7CSMZx

[StrateFi Wealth Management @StrateFiWealth]

How to worry less about running out of money. Strategies to stop worrying about money or running out of money. https://t.co/CQ5kP4U5HU

[StrateFi Wealth Management @StrateFiWealth]

The conflict with Iran caused stocks to whipsaw and oil prices to spike. Higher energy prices are a headwind to both markets and the broader economy. Increased energy prices could weigh on equities, fuel inflation, and curtail econo https://t.co/hTOU6Ahaww

[StrateFi Wealth Management @StrateFiWealth]

Wealth management as a career offers intellectual challenge, autonomy, high compensation, and the flexibility to raise a family. https://t.co/QWnSQJuHYW

[StrateFi Wealth Management @StrateFiWealth]

A leading expert on family rifts describes what to do when a relationship between a parent and child is on the brink of breaking. https://t.co/Nkyyz9jwme

[StrateFi Wealth Management @StrateFiWealth]

🚨 Last chance! Our tax update webinar is TODAY at 3pm EST / 12pm PST.

Join LPL’s Government Relations Team for the latest tax changes + what they mean for your 2025 filing.

👉🏽Register now: https://t.co/j7Suj2ZtwO

[StrateFi Wealth Management @StrateFiWealth]

Wishing you a peaceful Presidents’ Day!

We hope you’re able to spend time with the people you care about and recharge for the week ahead.

#presidentsday #financialplanning #financialadvisor #retirementplanning #wellbeing #irvine #reno

[StrateFi Wealth Management @StrateFiWealth]

This Valentine’s Day, we want to say thank you!

Your trust means everything, and we’re honored to support you and your financial future. Wishing you a wonderful day filled with love & appreciation.

#financialadvisor #valentinesday #thankyou #reno #irvine