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LIFE BY DESIGN

From retirement planning to mindset shifts, this blog features Life by Design podcast, transcripts, and expert tips to help you live your great life!

Charitable Giving - Episode 28

What are RMDs? - Episode 27

InvestingRetirement

Why We Sabotage Our Own Financial Plans

City Cleats - Episode 26

Retirement in a Volatile Market

InvestingRetirement

How to Retire Confidently in a Volatile Market: 5 Smart Moves

Strategic’s EOS Story - Episode 25

Estate Planning

Next-Gen Ready: How to Help Your Adult Children Build Financial Confidence

Life & Money After Divorce - Episode 24

RetirementEstate Planning

Roth Conversions: Smart Move or Tax Trap?

LGBTQ+ Financial Planning - Episode 23

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Disclosures
Strategic Financial Services, Inc. is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor. The term “registered” signifies compliance with regulatory requirements and does not imply a certain level of skill or training.

Podcast and Blog Educational Purpose Disclaimer

The information provided on our website, including weekly market commentaries, financial planning articles, and other educational resources, is intended solely for educational purposes. It is designed to offer insights into financial planning and investment management, aiming to enhance understanding of financial concepts, strategies, and market trends. This content should not be interpreted as personalized investment advice or a recommendation for any specific strategy, financial planning approach, or investment product. Financial decisions are deeply personal and should be made considering the individual’s specific circumstances, goals, and risk tolerance. We recommend consulting with a professional financial advisor for personalized advice.

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm.

Any performance discussed reflects specific securities or asset classes in relation to broader market performance and does not represent the performance of any client account or portfolio. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal.

Guests may include employees or friends of the firm. The appearance of any guest on this podcast does not constitute an endorsement of their views, services, or products, nor does it imply that the guest endorses the firm or its services. Discussions may cover a range of topics, including (but not limited to) investments, markets, and financial planning.

All statements and analyses are based on information available as of the date of recording. Subsequent developments may affect the accuracy or relevance of such statements. Nothing in this podcast should be interpreted as a recommendation or endorsement of any specific products, services, or strategies. All investments carry risks, including possible loss of principal, and past performance is not indicative of future results.

Advisory services are offered through an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. If you have questions regarding your particular situation, please contact a qualified professional before making any financial, legal, or tax-related decisions. For more details or any questions, please reach out to us directly.

No Legal or Tax Advice

Please be aware that Strategic Financial Services, Inc. does not provide legal or tax advice. The content on this website is not intended to be used as such or as a substitute for legal or tax advice from a licensed professional. We advise seeking guidance from qualified legal and tax advisors regarding these matters.

Investment Risks and Portfolio Management

The discussion of any investments on this website is for illustrative purposes only and provides no guarantee that the advisor will make any investments with the same or similar characteristics as those presented. The investments identified and described herein do not represent all the investments purchased or sold for client accounts. The selection of representative investments to discuss is based on various factors, including recent company news or earnings releases.

It should not be assumed that any investments discussed were or will be profitable. All investments involve risk, including the potential loss of principal. There is no assurance that investments mentioned will remain in client accounts at the time you view this information.

When index returns are mentioned on this site, they are provided as a general indicator of market conditions and are not representative of any client’s portfolio performance. Indices are unmanaged, do not incur management fees, costs, and expenses, and cannot be invested in directly. Therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.

While index returns are used as a framework to report on general market conditions, they should not be construed as an indicator of future performance of any specific investment or portfolio. Discussion of index returns is intended to provide context and insight, not to suggest that clients will achieve similar results. Each client’s portfolio is managed according to their specific investment goals and financial situation.

Opinions and Forward-Looking Statements

The opinions and any forward-looking statements expressed in the articles and videos featured in our resource center are as of the date of publication. These statements are based on current laws, regulations, market conditions, and other relevant factors, including third-party data. Given the dynamic nature of financial and regulatory environments, as well as potential changes in market conditions or economic circumstances, the information provided may become outdated or may no longer be accurate.

We rely on third-party data to form our opinions and projections, which means that these are subject to the same uncertainties that affect all data-dependent analyses. As such, we advise readers to exercise caution and not rely solely on the statements made herein for making financial decisions. It is recommended that investors consult with a professional advisor who can help assess the relevance and accuracy of the content in light of the current economic climate and personal financial situation.

Links to Other Websites Disclosure
Our website contains links to third-party websites as a convenience to our users. Strategic Financial Services, Inc. does not control, endorse, or guarantee the content found on such sites. We are not responsible for the accuracy, legality, or content of the external site or for that of subsequent links.
Contact the external site for answers to questions regarding its content.

The inclusion of any link does not imply our endorsement of the site, nor does it imply any association with its operators. Use of any such linked website is at the user’s own risk

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