Skip to main content
Strategic Advisory Services, LLC Logo
menu
  • Home
  • Who We Are
    • Our Story
    • Our Team
    • Our Process
    • Who We Serve
    • Who is SEI Private Trust Company?
  • What We Do
  • Resources
    • Financial Calculators
    • Blog
    • FAQs
    • Useful Links
  • Contact
  • Account Access

Blog

Michael Wellings | Oct 30, 2026

Financial Impersonation Scams: What to Watch For

Privacy
Risk Management
Finance
Savings
Family

Many people picture a scam as something obviously off: a strange email, a robotic voice, a too-good-to-be-true offer.

The more dangerous version sounds like

Read More
default blog image
Michael Wellings | Oct 23, 2026

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

Read More
Michael Wellings | Oct 16, 2026

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

Read More
Michael Wellings | Oct 9, 2026

Six Estate Planning Assumptions Worth a Second Look

Estate Planning
Family
Insurance
Retirement
Tax Planning

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.

The only

Read More
Michael Wellings | Oct 2, 2026

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
Read More
Michael Wellings | Sep 25, 2026

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

Read More
Michael Wellings | Sep 18, 2026

Retirement Isn't Just About How Much You Save. It's About When.

Retirement
Risk Management
Investments
Finance
Savings

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than

Read More
Michael Wellings | Sep 11, 2026

More Than a Number: The Four Risks That Shape Your Retirement

Retirement
Risk Management
Health
Investments
Finance

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.

That's understandable. The

Read More
Michael Wellings | Sep 4, 2026

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

Read More
Michael Wellings | Aug 28, 2026

Permission to Spend in Retirement: A Skill Rarely Taught

Retirement
Lifestyle
Finance
Savings
Family

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.

Nobody teaches that part

Read More
default blog image
Michael Wellings | Aug 21, 2026

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

Read More
Michael Wellings | Aug 14, 2026

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Next page Next ›
  • Last page Last »

What Wealth Related Goals Are You Wanting to Meet?

As we like to say, “Setting Life Goals Is Your Challenge…Helping Secure Them Is Ours.” With our Income in Stages, Money to Last™ process, we help you achieve your income and wealth goals and strive to give you the financial peace of mind you deserve.

Schedule a Meeting

Strategic Advisory Services, L.L.C.

A Wealth Management Firm

 

Contact Info

2925 Briarpark Dr.,
Suite 720
Houston, TX 77042

(713) 977-3800
info@sasoffice.com

       

Get in Touch

Form CRS | Form ADV | Privacy Policy

This website is a publication of Strategic Advisory Services, L.L.C. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Information on this web site is directed toward U.S. residents only. Strategic Advisory Services, L.L.C. is an SEC Registered Investment Adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

© 2026 Strategic Advisory Services, L.L.C. All rights reserved.