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Strategic Advisory Services, L.P. - Houston, TX

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Blog

Welcome to our Blog!  We update this blog regularly with articles and short videos that we believe are relevant, interesting, and sometimes humorous.  Please take a look and feel free to share with your friends, colleagues and family. If you'd like to receive updates when a new article or video is published, please subscribe by using the form below!

 

Friday, November 17, 2017

Big news this week? Tax Reform has hit Congress! The House has passed the bill and it has continued to the Senate. It's impacts have been hotly debated, but clear winners and losers have yet to be determined. How will this continue to...

 

Friday, November 10, 2017

Jeremy's back with the Week in Review! Firstly, happy birthday to the Marine Corps, turning 242 years old! That should get your mind right for tomorrow, which is Veteran's Day. Thank a veteran, and remember how blessed we are to live...

 

Wednesday, November 8, 2017

Friends, the holiday season is upon us yet again. The cold winds are blowing, thoughts of fried turkey are filling our minds, and if you listen just closely enough, you can hear the elves at the North Pole working away on all the...

 

Tuesday, November 7, 2017

Every day, it seems that we're inundated by bad news about the awful things happening in the world. Whether it's a shooting, a natural disaster, political unrest... The list goes on and on. That being said, it's incredibly important to...

 

Friday, November 3, 2017

The Astros are World Champions! What an amazing time to be in Houston. The parade is today, if you plan on going please be safe!In other news, Apple recently released its earnings report, and was valued at $900 billion. That is simply...

 

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Tuesday, October 31, 2017

This may seem like a pretty obvious topic to write about, but you might be surprised as to how many people aren’t familiar with the importance of a credit score or how to view it. If you are one of these people, don’t be...

 

Friday, October 27, 2017

It can be your best friend or your worst enemy. Something you look forward to making or something you can’t stand to even think about. Regardless of your feelings about it, it’s something that’s necessary for the vast...

 

Friday, October 27, 2017

It's Friday, everyone! What's the best way to spend it? Checking out the Week in Review with Jeremy Joiner! What a great time to be in Houston! The Fall Classic continues tonight in our hometown, and it's going to be a fantastic game....

 

Friday, October 20, 2017

Say Hi to Heather! We bring in the one and only Heather Ashley for a quick Q/A, so that the masses can get to know her a little better! We talk about favorite books, boy scouts, and more. Additionally, hear about how the DOW and Vix...

 

Friday, October 13, 2017

Happy Friday the 13th, everyone! Meeting with clients is always a fantastic experience, today we'd like to share a bit about a meeting we had earlier in the week. Also, next week we'd like to introduce our Client Service Administrator,...

 

Friday, October 6, 2017

A couple weeks ago, we introduced Emily Wellings, our newest Financial Planner. Well today, we thought we'd let everyone get to know her a little better! Emily tells us why she wanted to become a Financial Planner, why she loves...

 

Friday, September 29, 2017

Another Friday, another Week in Review! This week has been crazy, with our Food Drive happening and client meetings dominating the calendar. A special thank you to all who participated in donating food, it was amazing to see you! In...

 

Tuesday, September 26, 2017

There seems to be a never ending debate on the topic of whether to primarily use a debit card or credit card. We’ve heard it both ways – that credit cards are the devil incarnate and only serve to bury you in debt, but also...

 

Friday, September 22, 2017

The SAS LLC Food Drive is this Tuesday! Come on out with your canned goods and non-perishables and have a good time with the staff! We'll have refreshments for everyone attending, and really hope to make a difference in our community....

 

Friday, September 15, 2017

We're giving a short tour of the office today, with a special introduction to Emily Wellings! For those of you who haven't gotten the opportunity to meet her in person, here's a chance to put a face to the voice you hear on the phone...

 

Friday, September 8, 2017

The Week-in-Review is back after Harvey! The storm has affected millions of people, and if you're one of them or know someone who is, Jeremy has some tips that can help you with your rebuilding process! Did you know you might be able...

 

Thursday, September 7, 2017

To be perfectly honest, I wasn’t sure what to expect from Hurricane Harvey when I first heard about it. When the news reported that a hurricane was going to hit Houston and the Texas gulf at large, I thought the effects were...

 

Friday, August 18, 2017

What's just around the corner? The solar eclipse! This Monday, there will be a solar eclipse covering much of the United States. Unfortunately, the path of totality doesn't cover Houston, but we will see about 66% of an eclipse, which...

 

Friday, August 11, 2017

If you haven't turned on the news in the past few days, all the buzz is on North Korea. Their recent threats have destabilized the market, seemingly, and have plenty of people worried about an armed conflict. While we certainly hope...

 

Monday, August 7, 2017

Okay, everybody, you’ll want to tune in for this one. We’re about to link two great things in this world together, and show how similar they really are (to an extent). It’s true, football and financial planning...

 

Friday, August 4, 2017

The famous last words of many inspirational people are never, "I'm so happy I had so much money." Life is meant to be enjoyed, every moment of it. Oftentimes, people judge how successful they are by the amount of money they've made,...

 

Monday, July 31, 2017

Jeff Bezos had a pretty fantastic week, he was just named the richest man in the world! What are some of the habits of the ultra-successful that we can apply ourselves? Check in to see! Also, the discussion of Medicare continues! Ever...

 

Friday, July 21, 2017

The Juice is loose! Yes, O.J. Simpson has been paroled and will be free once more. How he continues to enthrall America is still beyond us, and regardless of your feelings towards him, we hope that he manages to stay out of the...

 

Thursday, July 20, 2017

Summer is in full swing, and that means that traveling is in full swing as well. The kids are out of school, the weather is (mostly) nice, and autumn is right around the corner, so you had better get out the door and on vacation before...

 

Friday, July 14, 2017

We had a great question from a client this week, dealing with Medicare Part B. What all does it cover, is it necessary? Luckily, Jeremy Joiner has the answer! Additionally, if you follow boxing or the headlines, you might have seen...

 

Friday, July 7, 2017

Big theme this week? Uncertainty. We've got tech stocks sliding, jobs reports winning, and protests in Germany. Oh, Sears is closing more stores too, but it's okay because Amazon is set to make $1 Billion in 30 hours on Prime Day....

 

Thursday, July 6, 2017

It’s no secret that these days, and to a lesser extent in days past, student loans are getting out of control. According to a recent study from Forbes, there’s $1.3 trillion of total outstanding debt, with the average 2016...

 

Wednesday, July 5, 2017

Happy Independence Day (belatedly)! We hope everyone had a fantastic holiday weekend filled with fun, BBQ, and fireworks. Like many holidays, this one has special meaning, as we are all reminded how blessed we are to be living in the...

 

Friday, June 30, 2017

What is the American Dream? To you, we mean. What is your dream of success, and can you achieve it? In today's Week in Review, Jeremy discusses pitfalls people fall into when trying to achieve financial peace. What do you think? Do the...

 

Thursday, June 29, 2017

Ah, payday. That miraculous, beautiful day when the bank account looks so amazing, you can’t help but smile when you look at it. It’s really too bad that that feeling never lasts. Here’s a question we sometimes ask...

 

Friday, June 23, 2017

Tropical Storm Cindy just went through, leaving Houston relatively unscathed. We might have missed this storm, but we might not miss future storms. Did you prepare? Were you ready for flooding and damage? Similarly, can you bank on...

 

Monday, June 19, 2017

We don’t expect the average person to know too terribly much about the Department of Labor’s new Fiduciary Rule that just began its implementation last week. Frankly, we are not sure why most people would, unless they are...

 

Friday, June 16, 2017

Did you spend $14 Billion today? Amazon did! Learn what they bought, and also hear about mitigating risks when choosing a financial advisor. What are the red flags? How can you know if you're about to be a victim of theft? Learn all...

 

Friday, June 9, 2017

It's easy to get stuck in the political whirlpool that seems to dominate the news these days. Check out some advice from Jeremy Joiner to ignore the noise, get back to living your life, and also how to avoid unnecessary taxes on...

 

Friday, June 2, 2017

If you had an unexpected $500 expense, would you be able to cover it without going into debt? A new study from CBS suggests that most Americans can't... Is this you? The good news is that Jeremy Joiner has some solutions! Additionally,...

 

Friday, May 26, 2017

Mark Zuckerberg spoke at Harvard's Commencement ceremony yesterday, we've got some highlights! Also, wrapping up "Why You Should Hire a Financial Advisor", Jeremy has the final word. Memorial Day is this weekend, while you BBQ and have...

 

Tuesday, May 23, 2017

How frustrating is it when you look at your bank account at the end of the month, and it just isn’t what you hoped for? Too often, people fall victim to financial temptations and laziness. In order to better equip our readers and...

 

Monday, May 22, 2017

Our founding partner Dick Grbac had a flyin' good time this past weekend! Special thanks to Diana Hu for putting on such a wonderful event at iFly. Check out our Facebook page to see a great video of Dick taking a turn in the wind...

 

Friday, May 19, 2017

Happy Friday everyone! It's springtime, and you know what that means - home buying season. A big question for many potential home buyers is this, "Should I hire a realtor?" Our own Jeremy Joiner has quite the interesting take on the...

 

Tuesday, May 16, 2017

Who likes it? Who thrives in it? Who has a plan for it? A very few people, that’s who. We’re talking about change, of course. It comes in many fashions, like a thief in the night, and strikes at the very fiber of our lives...

 

Friday, May 12, 2017

Happy Mother's Day Weekend! Spice up your mom's special day with Jeremy Joiner and the Week in Review! This week, Jeremy's got hope on tap for everyone contemplating a career change (Hint: It can be done!), a quick word from a trip to...

 

Monday, May 8, 2017

Last week, we went into brief detail highlighting those who could use the services of a financial advisory firm. The operative word there was brief. This time, we’d like to expand a bit on the needs of retirees and pre-retirees,...

 

Friday, May 5, 2017

It's back! The American Healthcare Act has passed the House, and is now headed for consideration in the Senate. If you need a refresher about some of the details and implications of the Act, check out our blog post on the topic here!...

 

Thursday, May 4, 2017

Let’s be honest, not everyone thinks they need a financial advisor. Plenty of people are the do-it-yourself type, (for example, CPA’s and attorneys), who love learning about investments, analysis, and other financial...

 

Friday, April 28, 2017

Another Friday, another Week-In Review with Jeremy Joiner! We've been talking a lot about the types of financial advisers you should work with, but we haven't quite addressed the main question: Do you even need a financial adviser?...

 

Tuesday, April 25, 2017

Listen, I know we’ve been going hard on those big, commission based firms lately. It’s true that the last two articles I’ve placed on this blog have been about why you need to work with fee-only, boutique firms. The...

 

Friday, April 21, 2017

Caution: Unfiltered truth ahead! Tax day has come and gone, but does that mean the problems go away? Not in the slightest. Hear about an episode we had recently helping a client clear things up with a large financial firm. Follow us...

 

Monday, April 17, 2017

Recently, I broke down the basics of how financial firms are compensated, and why it behooves most people to work with fee-only financial advisory firms. Today, I want to expand on that topic just a little, and talk about why you...

 

Friday, April 14, 2017

My, it has been a week! Market volatility, airline scandals, and a pretty great discount/strategy being offered by Walmart have dominated headlines. Hear what Jeremy Joiner has to say about all this and more!

 

Tuesday, April 11, 2017

Why You Should Work With a Fee-Only Financial Advisor If you’re considering hiring a financial advisor, I’m sure that you’ve seen the words, “fee-only” more than a few times. Those firms that are fee-only...

 

Thursday, April 6, 2017

Even in a seller's market, selling a home can be a difficult task. As a result, you'll want to do your homework ahead of time to ensure that you will be able to sell your home quickly and at the best possible price. Timing is...

 

Wednesday, April 5, 2017

Approximately 60 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social Security, 2016) Although most people...

 

Tuesday, April 4, 2017

Last week in our Market Update Video, we mentioned that a financial topic we'd love to discuss more is the Power of Attorney. We hope that nobody reading this ever actually needs to invoke a POA, but if the situation arises where...

 

Monday, April 3, 2017

If you're considering changing jobs, you're not alone. Today, few people stay with one employer until retirement. It's likely that at some point during your career, you'll be looking for a new job. You may be looking to make more money...

 

Friday, March 31, 2017

Consumer Confidence Index, Brexit, and Power of Attorneys, and more are discussed in Strategic Advisory Services latest market update! Did you know that the consumer confidence index is at its highest since December of 2000? Do you...

 

Wednesday, March 29, 2017

Strategic Advisory Services is happy to provide you with Weekly Market Update videos! Every week, a member of our office will give a brief commentary on the general market and key events happening around our city, state, nation, and...

 

Tuesday, March 28, 2017

Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as "401(k) plans," have become one of the most popular types of employer-sponsored retirement plans. What is a 401(k) plan? A 401(k)...

 

Monday, March 27, 2017

Soon you'll be on your way, taking that trip you've looked forward to for ages--but suppose something happens. If you get sick, lose your suitcase, or have to cut your trip short, will any of your existing insurance policies cover your...

 

Friday, March 24, 2017

Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your...

 

Thursday, March 23, 2017

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the...

 

Wednesday, March 22, 2017

On March 6, House Republicans released their proposed health-care plan, The American Health Care Act (AHCA), as a replacement for the Affordable Care Act (ACA). The bill repeals the health insurance mandate for both individuals and...

 

Thursday, March 16, 2017

Traditional individual retirement accounts (IRAs) can be a good way to save for retirement. If you do not participate in an employer-sponsored retirement plan or would like to supplement that plan, a traditional IRA could work for you....

 

Monday, March 13, 2017

TOP FINANCIAL CONCERNS OF BABY BOOMERS, GENERATION XERS, AND MILLENNIALS Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern about their...

 

Friday, March 10, 2017

Maybe you've always pictured yourself driving a shiny red convertible. Or perhaps you've had a recent addition to the family and you're looking for the practicality of a minivan. Whatever the reason, you're in the market for a new car....

 

Thursday, March 9, 2017

There's still time to make a regular IRA contribution for 2016! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2016 ($6,500 if you were age 50 by December 31, 2016). For most...

 

Wednesday, March 8, 2017

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...

 

Tuesday, March 7, 2017

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or other plan...

 

Monday, March 6, 2017

Do you remember Brexit? We agree… It’s hard to after the U.S. Presidential election dominated all the headlines last year. However, these two massive political events have something in common. Brexit and the election of...

 

Monday, March 6, 2017

It's hard to imagine functioning in today's society without access to credit. However, you need to be careful not to fall victim to some of the pitfalls associated with it. Revolving credit can make it hard for you to pay off debt...

 

Friday, March 3, 2017

Let's be frank for a moment; hardly anyone ever wins the lottery, but almost everyone needs investment advice at some point. If you're in the latter category, we've got some great advice for you to follow. If you're in the former, send...

 

Thursday, March 2, 2017

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises. One way to accomplish this is by setting up a cash...

 

Wednesday, March 1, 2017

To the average person, stocks are something of an enigma; something you buy, sell, and hopefully make money on. They represent an investment. Right now, investing in the stock market is looking more tantalizing than ever. With the Dow...

 

Tuesday, February 28, 2017

Being able to send your child to college is near the top of the wish list for most parents. A college education can open doors to many opportunities, and is increasingly necessary in today's economy. But that diploma doesn't come cheap...

 

Monday, February 27, 2017

The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, should you? Monthly payments differ substantially depending on when you start receiving benefits. The longer you wait (up...

 

Monday, February 20, 2017

Please see the attachment below for SEI's Weekly Market Update - February 17, 2017.

 

Monday, January 23, 2017

Please see the attachment below for SEI's Weekly Market Update - January 20,2017.

 

Monday, January 16, 2017

Please see the attachment below for SEI's Weekly Market Update - January 13, 2017.

 

Monday, January 9, 2017

Please see the attachment below for SEI's Monthly Market Commentary for January 2017 - "Behavioral Finance: Hindsight Bias"

 

Monday, January 9, 2017

Please see the attachment below for SEI's Weekly Market Update - January 6, 2017.

 

Tuesday, December 20, 2016

Please see the attachment below for SEI's Weekly Market Update - December 16, 2016.

 

Monday, December 5, 2016

Please see the attachment below for SEI's Weekly Market Update - December 2, 2016.

 

Monday, November 7, 2016

Please see the attachment below for SEI's Weekly Market Update - November 4, 2016.

 

Monday, October 31, 2016

Please see the attachment below for SEI's Weekly Market Update - October 28, 2016.

 

Wednesday, October 26, 2016

Each year a report is issued on the financial strength of Social Security and Medicare. As one might imagine, the numbers are quite grim with most of the trust funds depleting within the next 20 years and payroll taxes only able to...

 

Monday, October 24, 2016

Please see the attachment below for SEI's Weekly Market Update - October 21, 2016.

 

Tuesday, October 4, 2016

Please see the attachment below for SEI's Quarterly Market Commentary for the Third Quarter of 2016.- "The Most Peculiar Month of the Year?"

 

Tuesday, September 20, 2016

Please see the attachment below for SEI's Monthly Market Commentary for August 2016.

 

Monday, August 15, 2016

Please see the attachment below for SEI's Weekly Market Update - August 12, 2016.

 

Monday, August 15, 2016

Please see the attachment below for SEI's Monthly Market Commentary for August 2016 - "Predicting Interest Rates: A Fool's Game"

 

Monday, August 8, 2016

Please see the link below for SEI's Monthly Market Commentary for July 2016.

 

Monday, August 8, 2016

Please see the attachment below for SEI's Weekly Market Update - August 5, 2016.

 

Monday, August 1, 2016

Please see the attachment below for SEI's Weekly Market Update - July 29, 2016.

 

Monday, June 27, 2016

Please see the attachment below for SEI's Market Commentary over Brexit.

 

Tuesday, June 21, 2016

Please see the attachment below for SEI's Weekly Market Update - June 17, 2016.

 

Friday, May 27, 2016

These are poignant images. They are very powerful and brought tears to my eyes. I could not look at these images without remembering my friends and squadron mates who did not come home and those who came home, but were not whole. Also...

 

Monday, April 11, 2016

Please see the link below for SEI's Quarterly Market Commentary for the First Quarter of 2016. SEI's Quarterly Market Commentary: V is Volatility.

 

Monday, April 11, 2016

Please see the link below for SEI's Weekly Market Update for April 8, 2016 SEI's Weekly Market Update - April 8, 2016.

 

Thursday, March 31, 2016

Please see the link below for SEI's Monthly Market Commentary for March 2016. SEI's Monthly Market Commentary- March 2016

 

Monday, March 21, 2016

Please see the link below for SEI's Weekly Market Update for March 18, 2016. SEI Weekly Market Update- March 18, 2016

 

Monday, March 7, 2016

Please see the link below for SEI's Weekly Market Update for March 4,2016. SEI's Weekly Market Update - March 4,2016

 

Tuesday, February 23, 2016

Please see the link below for SEI's Weekly Market Update for February 19,2016.

 

Thursday, February 18, 2016

Please see the link below for SEI's Weekly Market Update for February 12,2016. SEI's Weekly Update - February 12, 2016

 

Monday, February 8, 2016

Please see the link below for SEI's Monthly Market Update for January 2016 SEI Monthyl Market Update- January 2016

 

Monday, February 8, 2016

Please see the link below for SEI's Weekly Market Update for February 2,2016 SEI Weekly Update - 2/5/2016

 

Tuesday, February 2, 2016

Every month SEI releases a Market Commentary. This differs from the Market Update in that the author addresses and delivers SEI's thoughts on the current market environment. SEI has some of the brightest and more experienced investment...

 

Tuesday, February 2, 2016

SEI, our Investment Management partner, publishes a weekly market update on Monday morning every week. We will be posting the Market Update to our blog every Tuesday. Please see the link below for this weeks update. SEI Weekly Update -...

 

Thursday, January 21, 2016

I received an email the other day from a friend and I thought this would be in interesting and potentially useful post for our blog. Remember: YOU MUST ASK FOR THE DISCOUNT! RESTAURANTS: Applebee's: 15% off with Golden Apple Card (60+)...

 

Friday, December 18, 2015

The following is an interesting look back from 1975 through 2015 and how different events, "Mega-Headlines," have impacted the economy and financial markets. Most of these events domintated the headlines at the time and created much...

 

Tuesday, November 24, 2015

As we approach Thanksgiving, we would like to give thanks for our families, friends and clients. We would like to wish you and your family a very safe and Happy Thanksgiving.

 

Wednesday, November 11, 2015

"The willingness with which our young people are likely to serve in any war, no matter how justified, shall be directly proportional to how they perceive veterans of early wars were treated and appreciated by our nation." -George...

 

Tuesday, November 10, 2015

Today, November 10, 2015, Marines everywhere are celebrating the 240th Marine Corps birthday. "Once a Marine... Always a Marine." Semper Fi.

 

Wednesday, November 4, 2015

For the last several years, Dick and I have been discussing the many different Social Security claiming strategies available to married couples. More specifically, we have introduced and discussed the marital claiming strategies of...

 

Thursday, October 22, 2015

We know what we are, but know not what we may be. …Shakespeare Some people just keep getting paid, even if they are wrong! When you come to think of it, there are not too many professionals who get paid good money for being wrong...

 

Monday, October 12, 2015

EXCITEMENT. That is the one word to describe the Houston Astros right now. They have achieved franchise history. Not since 2005, have the Astros reached the playoffs. A team reminiscent of the “Killer B’s”, work together so well to...

 

Friday, October 9, 2015

The third quarter was highlighted by increased volatility. SEI, our investment management partner, offers industry leading insight into current market conditions through the following commentary. SEI Market Commentary - 3rd Quarter 2015