Strategic Financial Services, Inc.

A Painful Indication of Success... Taxes. In this week’s Insights, we discuss how Taxes fit into our investing Guiding Principles. We discuss how to potentially reduce taxes, but also why you may not always want to. #TaxStrategy #InvestSmart #FinancialGuidance #WealthBuilding #TaxPlanning #InvestmentPrinciples #FinancialSuccess #SmartInvesting https://bit.ly/4gh0EE9

Discover how the discipline of marathon training can guide your financial journey—one purposeful step at a time. Learn how to align your money strategies with personal values, build wealth sustainably, and create a lasting impact through philanthropy. #FinancialFitness #WealthJourney #PurposefulLiving #SustainableWealth #PhilanthropyImpact #AlignYourValues #MarathonMindset #StrategicInvesting #BuildWithPurpose #LastingImpact https://bit.ly/3ZvBtqr

You get what you pay for. So goes the saying. But in the world of investing that phrase takes on new meaning, where paying more may mean getting less. For this reason, we have made Expenses one of our Guiding Principles. This week we continue our focus on our Guiding Principles with a deep dive into Expenses which can be a hidden drag on performance over time. #InvestingWisely #ExpenseManagement #GuidingPrinciples #InvestmentStrategy #FinancialWisdom #PerformanceDrag #SmartInvesting https://bit.ly/4g1KcYz

On this Giving Tuesday, we discuss ways to give back this holiday season, from donating appreciated securities and using Qualified Charitable Distributions, to leveraging Donor-Advised Funds and volunteering your time. Make your contributions count and spread the joy of giving. #GivingTuesday #GiveBack #HolidayGiving #CharitableDonations #QualifiedCharitableDistributions #DonorAdvisedFunds #Volunteer #SpreadJoy. https://bit.ly/4i7TSlw

We often talk about the importance of smart rebalancing of portfolios. It’s a good soundbite, but perhaps there is more to it than you realize. We have made Opportunistic Rebalancing one of our Guiding Principles because of its dual role in both risk management and potential for return enhancement. #OpportunisticRebalancing #PortfolioManagement #RiskManagement #ReturnEnhancement #InvestmentStrategy #FinancialPlanning https://bit.ly/3CUdUjs

Factor Investing - You may know it by other names such as Smart Beta, Strategic Beta, or Fundamental Indexing. Call it what you like; for us it is the beating heart of our evidence-based approach to investing, and for good reason. #FactorInvesting #SmartBeta #EvidenceBasedInvesting #InvestmentStrategy https://bit.ly/49dRbek

Money is more than just numbers on a spreadsheet or figures on a bank statement. It is deeply tied to our values, fears, and aspirations—shaped as much by our hearts as our minds. Enter behavioral finance, a field that shines a light on the subtle, often invisible forces driving our financial decisions. #BehavioralFinance #FinancialFreedom #MoneyMindset #InvestmentBiases https://bit.ly/48WACTZ

If there is one topic we have hammered in 2024 it is diversification. There’s good reason for this – it is the most important investment management fundamental yet is frequently misunderstood. #DiversificationStrategy #BalancedPortfolio #InvestmentWisdom #FOMO https://bit.ly/4eALGY9

As we begin another quarter, our CEO, Alan Leist III, reflects on the progress we've made at Strategic in Q3 and delivers insights into the market. https://bit.ly/3Z862Dy

In this episode of the Art of Living, discover how Greg Mattacola transforms personal loss into a tapestry of hope and action. Purpose in Pink - The Art of Living: Episode 2 - YouTube https://bit.ly/3Z1PbT0 #MenWearPink #CancerAwareness #AdvocacyInAction #documentary