News

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How do you know what investments are right for you?

Learn five critical questions you need to answer to build the right strategy for your financial plan.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

These Lesser-Known, Affordable Vacation Spots Will Thrill Your Family

Here are 5 lesser-known, but still amazing vacation spots — and what to do while you’re there.

Henry P Cerruti, CFP®, CLU®, ChFC®, CASL®, REBC®
Wealth Management Advisor


Strategic Planning Associates

 

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