retirement + investors + planning

10 Tips for Teaching Kids About Money

Kids learn the basics in school–reading, writing and arithmetic. But schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, long after habits have been formed.

VIDEO: How to set and keep financial goals




Weekly Economic Update for June 17, 2019

Historical Perspectives on Initial Fed Rate Cuts

Stocks have benefited recently from increasing hopes of a Federal Reserve (Fed) rate cut, pulling the S&P 500 Index back to within 2% of its record high set April 30. But just how much help would a potential rate cut this summer actually provide?

Market Update - June 14, 2019

U.S. stocks ticked just a bit higher on the week, with less volatility than over recent weeks. Over the prior weekend, an agreement between the U.S. and Mexico regarding immigration policy resulted in a pullback on the previously-announced threat of tariffs, boosting market sentiment early in the week, with one of the potential trade hurdles removed.

More Financial Missteps, Revisited

We thought this blog post was so important, we decided to share it again! Avoiding these financial missteps may help improve your future personal finances. It's never too late to better your future financial wellness.


Revised First Quarter 2019 Gross Domestic Product

Output growth in America during the first quarter of 2019 was downwardly revised by the Bureau of Economic Analysis in their second estimate of the period’s Gross Domestic Product.  After more data were collected, output is estimated to have grown 3.1 percent on an annualized basis, down from 3.2 percent in the first iteration.


15 Money saving Apps you should check out!


Don’t know where to start making changes that will save you money? Here are some apps that are designed to help you make better decisions about your professional and personal finances:

1. Chime

How to Protect Your Personal Data Online

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

Good Advice

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial advisor.

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Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

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