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Latest Posts

Kristin McKenna | Mar 20, 2020

The U.S. Is In A Bear Market. There Could Be A Recession. But This Is Not 2008.

Finance
Weekly Market Commentary
Lifestyle

The U.S. Is In A Bear Market. There Could Be A Recession. But This Is Not 2008.

The bear market was caused by the COVID-19 outbreak and not a systemic collapse

Read More
Stephen Chen | Mar 18, 2020

Planning vs. Panic

Finance
Weekly Market Commentary
Lifestyle

Fear and Panic vs. Courage and Planning

The last week has been unlike anything that most of us have seen in our lives. We’ve gone from “last year 37,000

Read More
StrategIQ® Financial Group, LLC | Mar 9, 2020

Coronavirus Concerns? Consider Past Health Crises

Finance
Lifestyle
Weekly Market Commentary

Coronavirus Concerns? Consider Past Health Crises

During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008

Read More
StrategIQ® Financial Group, LLC | Mar 8, 2020

March Monthly Economic Update

Finance
Tax Planning
Estate Planning
Weekly Market Commentary

March Monthly Economic Update

In February, anxieties about the novel coronavirus (COVID-19) rippled through stock, bond, and commodity markets. Stories about the

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StrategIQ® Financial Group, LLC | Feb 25, 2020

The SECURE Act and Your Retirement Savings

Tax Planning
Finance
Retirement

The SECURE Act and Your Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a

Read More
StrategIQ® Financial Group, LLC | Feb 25, 2020

There's Still Time to Contribute to an IRA for 2019

There's Still Time to Contribute to an IRA for 2019

Even though tax filing season is well underway, there's still time to make a regular IRA contribution for

Read More
StrategIQ® Financial Group, LLC | Feb 13, 2020

Tips for Targeting Your Retirement Savings Goal

Tips for Targeting Your Retirement Savings Goal

What if you're saving as much as you can, but still feel that your retirement savings goal is out of reach? As

Read More
US – China Phase One Deal Overview
StrategIQ® Financial Group, LLC | Feb 13, 2020

US – China Phase One Deal Overview

Tax Planning
College

By Thomas Pechin
Client Service Advisor, Trader

The trade war between the United States and China was the main driver of volatility for the market in 2019. After

Read More
Chad Hassinger | Feb 10, 2020

6 Questions To Ask If You Want To Work In Retirement

The percentage of people who work in retirement has been steadily rising for years. And by 2026, the Bureau of Labor Statistics estimates, a whopping 30% of
Read More
Chad Hassinger | Feb 10, 2020

When Your Parents Need Financial Help

Often, adult children need some money from their parents. But what do you do when your parents need financial help?
Read More
Net Unrealized Appreciation: The Untold Story
StrategIQ® Financial Group, LLC | Jan 23, 2020

Net Unrealized Appreciation: The Untold Story

Tax Planning

If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer's stock, you need to know about net unrealized

Read More
SFG Top 10 Surprises for 2020
StrategIQ® Financial Group, LLC | Jan 23, 2020

SFG Top 10 Surprises for 2020

Tax Planning
College

By Brad Rathe
Chief Investment Officer

Read More

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