Latest Blogs
Welcome to the Stauros Financial Blog page. From time to time, you will find thoughts on financial matters, current developments, market updates, article links of interest, etc. I hope you enjoy my blog posts and all feedback and conversation is appreciated.
Submitted by Stauros Financial on January 8th, 2024
Happy New Year 2024!
Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year.
Submitted by Stauros Financial on December 14th, 2023
Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded of a quote from Warren Buffett’s long-time partner and one of the greatest investors of our time, Charlie Munger, who passed away last week.
Submitted by Stauros Financial on November 7th, 2023
The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re thankful for, now that we’re in the second to last month of the year.
Submitted by Stauros Financial on November 7th, 2023
If you want to make charitable donations before the end of the year, you’re not alone. According to Giving USA, an estimated $484 billion was given to charity in the U.S. in 2021, a 4% increase from 2020.
Regardless of the causes you support, there are a few questions to keep in mind before opening your wallet.
Submitted by Stauros Financial on October 29th, 2023
When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions and nutrition.
Submitted by Stauros Financial on October 23rd, 2023
In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning.
Submitted by Stauros Financial on October 23rd, 2023
Saving enough for retirement while carrying and paying off debts can be an uphill battle. For some pre-retirees, debt repayment is the primary focus over savings, leading them to delay or reduce their retirement lifestyle. But if you’ve been struggling to save, It’s never too late (or early) to take steps to encourage you to get back on track.
Submitted by Stauros Financial on October 18th, 2023
While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.
Let’s look at some of the tax-saving strategies you could be taking advantage of.
Submitted by Stauros Financial on October 11th, 2023
While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.
Let’s look at some of the tax-saving strategies you could be taking advantage of.
Submitted by Stauros Financial on November 2nd, 2020
4 Reasons You May Consider Keeping It
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