Holiday Closure: Our offices will be closed on Thursday, November 24, and Friday, November 25, 2022, in observance of the Thanksgiving holiday.  We will reopen for regular business hours on Monday, November 28, 2022. 
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Is Your Portfolio Prepared for an Economic Roller Coaster?

If market volatility has kept you from looking beyond your balances this year, now can be a good time to evaluate your portfolio on a deeper level. Studies show maintaining...

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STRATA in the Community: Daniel’s Story

Daniel was born with Beta-Thalassemia Major, a disorder that causes the body to produce less hemoglobin than necessary to live a healthy life. This condition requires frequent blood transfusions to...

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Great Resignation Retirement Mistakes to Avoid

If you are thinking about making a job change, you’re not alone. According to the Willis Towers Watson’s 2022 Global Benefits Attitudes Survey, 44% of employees are currently actively looking...

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Is A SIMPLE IRA Plan The Right Fit?

If you own a business and have employees, you probably have little time in your day or your budget to manage and fund a retirement plan. But studies have shown...

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3 Tips For Safe Self-Directed IRA Investing

A self-directed IRA allows you to invest in almost anything from a local business to a new technology breakthrough like life-saving medical devices. These non-traditional investments are associated with the...

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STRATA in the Community: Habitat for Humanity

As one of the largest well-known nonprofit organizations in the world, Habitat for Humanity is dedicated to supplying shelter and mortgage relief to those in need. Across the globe, this...

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