DID YOU KNOW?
Scheduling time with us via phone, video-chat or in our office is easier than ever:
https://www.swealthinc.com/schedule-time-with-us
We look forward to continuing to serve you!
Thank you to everyone who participated in our Baxters Gift Card Giveaway!
And the winner is... Hannah Wilson!!!
Congrats to our winner, Erin can bring your gift card to school or we can mail it to you! Whichever you would prefer!
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
SWEALTHINC.COM
Jane Bond: Infiltrating the Market
We will be announcing the winner tomorrow, September 25th!
Strategic Wealth Inc
September 23 at 8:05 AM ·
Good luck to MCRII's students, teachers, staff & parents on their Virtual Learning Day today!
A special thank you to all of our teachers who worked so hard to make virtual learning great, we appreciate you & all you are doing above and beyond for our students.
*** If you are a MCRII teacher doing virtual lessons today, share this post and drop a comment on something positive that came out of this experience, and we will enter you into a drawing for a $50 Baxters Gift Certificate!***
Good luck to MCRII's students, teachers, staff & parents on their Virtual Learning Day today!
A special thank you to all of our teachers who worked so hard to make virtual learning great, we appreciate you & all you are doing above and beyond for our students.
*** If you are a MCRII teacher doing virtual lessons today, share this post and drop a comment on something positive that came out of this experience, and we will enter you into a drawing for a $50 Baxters Gift Certificate!***
CONSUMERS.SECONDSTREETAPP.COM
Check out Shawn Manuel, Strategic Wealth.
Here are a few key factors to consider when naming an executor for your estate.
SWEALTHINC.COM
And the Executor Is
Did you know that women control 51% of all personal wealth in the United States?
SWEALTHINC.COM
Women on the Rise
Our office will be closed from 11:45am to 1pm today as we film a segment for our 2020 ConnectED Conference in late October. We will return all voicemails immediately following, thank you for your understanding!
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
SWEALTHINC.COM
Monthly Market Insights | October 2020
A #homewarranty may make sense, but you need to set proper expectations.
SWEALTHINC.COM
Making Sense Of A Home Warranty
You can help ensure that losing your wallet doesn't turn into something bigger.
SWEALTHINC.COM
What to Do When You Lose Your Wallet
Chatting with the “Ambassador of Fun” Shaq O’Neal about business & life at our virtual ConnectED!
Shawn was humbled and honored to represent Woodbury Financial and the Presidents Advisory Council as the Selection Committee Chair for the WFS 2020 Community Service Award. We had an incredible committee of Barb Steztko, Craig Couch, David Bond and Tiana Ronstadt who helped make this important process a pleasure. It was our honor to present this award (virtually of course) at our annual ConnectED conference this afternoon to Kevin Murray, of Staten Island, NY! Congratulations, Kevin, and thank you for your service!
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
SWEALTHINC.COM
Insurance Needs Assessment: When You're Newly Married
The last 12 months have been a whirlwind, but we would be remiss if we didn't stop and say a sincere "thank you" to our loyal clients for allowing us to serve you and for making 2019 and 2020 record setting years as a result! We were honored to be recognized by Wealth Management's Thrive Award for Fastest Growing Advisors 2019, Missouri Magazine's Best of 2020, and Lake LifeStyles Best of the Lake 2020. None of this would be possible without the incredible support from our team, our partners, and our clients across the 21 states we serve. Thank you, here's to another great year together! The future is brighter together!
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
SWEALTHINC.COM
Types of Stock Market Analysis
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
SWEALTHINC.COM
To Buy or Not to Buy
Happy Thanksgiving from our family to yours! #familybusinessisthebest #thankful #growyourbestemployees
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
SWEALTHINC.COM
Retirement Redefined
Thank you for nominating us for Missouri Magazine Best of Missouri 2021 - Financial Planner!
Voting begins December 1st, thank you for allowing us to serve you!
Today all of the new offices are getting internet & VoIP phone hook-ups!
Learn the language of life insurance.
SWEALTHINC.COM
Term vs. Permanent Life Insurance
02/06/2021
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
SWEALTHINC.COM
Monthly Market Insights | February 2021
What should you look for in a personal finance app?
SWEALTHINC.COM
What to Look for in Personal Finance Apps
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
SWEALTHINC.COM
Four Really Good Reasons to Invest
