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Insightful Reading from our Resource Library

StrategIQ® curates information that we feel provides valuable information for our clients and partners.

 

PIMCO - Behavioral Science Recency Bias

Hartford Funds - 10 Things Your Should Know About Bitcoin

Understanding The Tax Efficiency of ETFs

Tax Benefits of A Private Foundation

T. Rowe Price - Managing Risk

T. Rowe Price - High Cost of Cashing Out

T. Rowe Price - Long Term Perspective

Blackrock, Inc. - Student of the Market

 

 

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NOTICE: Investment advisory services are offered by StrategIQ® Financial Group, LLC (“StrategIQ”), an investment adviser registered with the Securities and Exchange Commission. StrategIQ only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. All written communications to StrategIQ, or to any of its employees or other service providers are subject to archival, monitoring and/or review by StrategIQ’s compliance department and therefore subject to disclosure to someone other than the original recipient. StrategIQ does not accept written trade requests/instructions or trade instructions left in a voicemail, unless they are confirmed for security reasons through a live conversation with a StrategIQ client service team member via phone call or video conference with the client. StrategIQ clients may be able to place a trade request/ instruction directly with the custodian of any of their accounts by means of the custodian’s client portal (accessible via internet or mobile application) or by means of a phone call to the custodian’s client service department.

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