James B. Pierik, CFP, ChFC, AIF

Cheers to 2023! 🥂

We hope you enjoy this day with family and friends 🎄

We all have so much to be thankful for! Sending you and your family a harvest of blessings this Thanksgiving.

With gratitude to our Veterans to America on Veterans Day and always.

Our hearts are with those who have been impacted by breast cancer.

Today we honor and commemorate those who lost their lives on 9/11.

Let us never forget those who lost their lives on this day, and the unity and strength we have when we come together as a nation.

Today we honor those who have advocated and fought for better working conditions and workers’ rights in our country.

Happy Labor Day! We hope you're enjoying your long weekend!

When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk. But over time, any of those three factors may have changed, and your portfolio may now need adjustments to reflect your new investing priorities.

https://hubs.la/Q01ljmjL0

Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.

Buy on fear, sell on greed? Investor Warren Buffet is a big proponent of this strategy. With selloffs ranging from -5% to -50%, black swan events have all impacted the S&P 500 differently. Let's take a look at select events over the last half-century. https://hubs.la/Q01l7D1Z0

Black Swans: Short-term Crisis, Long-term Opportunity Considering the high levels of uncertainty, what should investors do?Buy on Fear, Sell on Greed?Legendary investor Warren Buffet is a big proponent of this strategy. When others are greedy—typically when prices are boiling...

When market volatility takes investors on a wild ride, fear and panic are common responses to this stock market roller coaster. What can you do to stay calm while markets are volatile? https://hubs.la/Q01hCWPB0

3 Tips for Staying Calm While Navigating a Volatile Market When market volatility takes investors on a wild ride, fear and panic are common responses to this stock market roller coaster. Acknowledging these emotions may be a good first step, but acting upon them could result in impulsive,...

Happy Independence Day!

7 Things To Know Now That The Bear Is Here. It finally happened last Monday, on Monday the S&P 500 Index moved into a bear market, finally closing 20% beneath the January 3 high. https://hubs.la/Q01fddHY0

7 Things To Know Now That The Bear Is Here Wednesday, June 15, 2022

Today we honor our nation’s heroes.

With remote work increasing threats to business and personal information, you can help protect yourself and your company with these five simple tasks. https://hubs.la/Q019D_pf0

Are You Cybersecurity Safe? COVID-19 and remote work is continuing to increase the need for internet security. Social distancing has increased device use and strained security protocols. Although cyber-security attacks are often direct at companies, other attacks...

A mother is your first friend, your best friend, your forever friend. Happy Mother's Day!

The financial question when buying an electric car is how many months it may take you to recover the out-of-pocket costs you incur when purchasing a new vehicle. Use this calculator to estimate your potential breakeven period. https://hubs.la/Q019CtB30

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Here’s a quick guide to checking to see if you have unclaimed money! https://hubs.la/Q017FjKd0

"The very first Easter taught us this; that life never ends and love never dies." - Kate McGahan. Happy Easter from James at Stratos Wealth Partners!

Retirement and financial planning should take on a holistic approach. There are two parts involved, preparing for retirement, and being in the retirement stages. Read what they are on our website. https://hubs.la/Q017Tcgg0

A Holistic Approach to Your Retirement Retirement and financial planning should take on a holistic approach. There are two parts involved, preparing for retirement, and being in the retirement stages. Both stages are equally important in your approach to how you view your...

April is National Financial Literacy Month – Ask yourself this: what have you learned about anything financial lately? Do you understand compound interest? Is gold worth its own weight? Click the link to read more. https://hubs.la/Q017FcBX0

April is National Financial Literacy Month Too many people just don’t have it, but your financial professional can help. April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing, and maintaining...

Today is World Health Day! We're sharing healthy living ideas. Visit our website. https://hubs.la/Q017F6z20

Take a Mental Break Sometimes we get so caught up taking care of our work, family, and friends that we forget to take care of ourselves. By taking daily mental breaks, you will perform better mentally and physically in your daily responsibilities by...

LPL Research continues their tradition of picking a stock market final four in this week's special edition of the Weekly Market Commentary. https://hubs.la/Q017q_fx0

If you haven't filed your taxes yet, you have 2 weeks left! If you've completed filing, before you put away your documents, now is the perfect time to organize them.

“Travel is the only thing you buy that makes you richer.” – Unknown. If travel for you is less about escaping life and more about living it, then consider these vacation ideas. https://hubs.la/Q01584J60

You must understand how using designation tools such as POD and TOD impact your household's assets upon your passing. What is POD and TOD you ask? Here we will explain what each designation is and when to use it. https://hubs.la/Q01588xW0

Although core bonds have come under pressure recently, LPL Research explains why they think the value proposition for core bonds remains. Read this week's Weekly Market Commentary. https://hubs.la/Q016pDv_0

Wishing you a pot o' gold and all the joy your heart can hold. Happy Saint Patrick's day from Stratos Wealth Partners in Del Mar!

Business owners, according to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. The process of business succession is comprised of three basic steps. Click the link to read more. https://hubs.la/Q015847x0

What Can a Million Dollars Buy You? Learn how $1 million in a diversified portfolio could help finance part of your retirement. https://hubs.la/Q01588Tl0

Friendly Reminder: The last day to apply for Medicare Part A & B is March 31st! We're sharing important questions you should ask about Medicare as you enroll. https://hubs.la/Q01588Hf0

Taking a deliberate approach to financial asset management and working with a financial professional, rather than choosing to manage your own portfolio, may help you weather the ups and downs that come with investing. Learn how. https://hubs.la/Q01586np0

How Financial Asset Management May Help Investors Stay the Course Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diversification. Yet, it may be the biggest challenge to the sustainability of your retirement income. Learn more. https://hubs.la/Q01587b_0

How Soon are Rate Hikes Coming? With inflationary pressures running higher, LPL Research discusses why March could be a big month for monetary policy shifts. https://hubs.la/Q01566_s0

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? Learn more. https://hubs.la/Q013y0980

Strong Earnings Momentum to Start 2022. With fourth-quarter results mostly in the books, we recap another solid fourth-quarter earnings season. Read the latest Weekly Market Commentary. https://hubs.la/Q014GvwY0

View these Investment tools and strategies that can enable you to pursue your retirement goals. https://hubs.la/Q013y0cY0

Happy Valentine's Day from Stratos Wealth Partners in Del Mar!

With tax season here, learn about tax efficiency strategies if you're in retirement. https://hubs.la/Q013x_RK0

In our special Winter Olympics edition of the Weekly Market Commentary, we hand out medals to the U.S., developed international, and emerging markets. Who do we think will get the gold? Read our latest Weekly Market Commentary to find out. https://hubs.la/Q013Ghqy0