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Financial Planning

Sculpting your financial future is a personal journey that requires planning and intentional decision-making based on fundamental needs, desires, values, and objectives.

Securing a future for you and your family is essential. That's why, at our firm, we take the time to understand each person’s unique circumstances so that we can develop a plan tailored towards achieving their financial objectives - whether it be providing education opportunities or ensuring generational wealth. With an in-depth analysis of factors like income level, risk appetite, and familial commitments – plus careful consideration of values particular to you –we aim to create plans suited just right!

Our commitment to you goes beyond creating an effective strategy; we also ensure your plan stays up-to-date as circumstances change in the present and goals evolve for the future, all while working alongside any legal or accounting advisors that may be involved. Take advantage of this opportunity now so attaining those objectives can become more achievable!

Videos

Videos
Annual Review

Here at Gideon Strategic Partners we understand the importance of accountability.  The annual review plays an integral role in strategically managing all aspects of the financial plan.  This includes navigating volatile markets, tax mitigation, expense management and the ongoing monitoring of legislation that could have a material impact on our clients lives.

Safety & Security

We understand how important cyber security is when it comes to client information.  This is why we take extra care in protecting our client’s data.  This video gives an overview on the security measures taken to protect against data breaches.

eMoney Advisor Overview

Now more than ever clients and their advisors must leverage technology to simplify and streamline the financial planning process.  This video explains how Gideon Strategic Partners helps clients to consolidate their financial goals, stress test portfolios, run what If scenarios, and Monte Carlo analysis as well as safely store data and documents.

Life Insurance Retirement Plan

Reducing taxes in many ways is the easiest way to improve the bottom line.  This video explains how many clients are using Life Insurance as a tax efficient investment designed to produce retirement income

College Savings

With the increase in the cost of education it has become increasingly important for clients to start planning earlier.  Here at Gideon Strategic Partners we can help design a flexible, tax efficient savings plan tailored to each individual client’s needs.

News & Trends

Blog
From the Desk of Erik Oros
From the Desk of Erik Oros

June 2022
In 1971, Hunter S. Thompson released the cult classic Fear and Loathing in Las Vegas: A Savage Journey to the Heart of the American Dream, lamenting the disappointment of the 1960’s counter-culture movement and foretelling the upheaval in the decade ahead. Investors lately have been feeling much fear and loathing themselves, harkening back to the 1970s with the specter of stagflation and policy mistakes looming precipitously over financial markets.

From the Desk of Erik Oros
From the Desk of Erik Oros

July, 2021
Nowhere has this uncertainty been more acutely reflected than in the Treasury Market. As investors focused on headline-grabbing inflation prints, bottlenecks, and the potential for Fed Tightening, long-term treasury yields have reversed violently lower in two short months. Many could have viewed June’s Fed meeting as overtly hawkish, proclaimed by Chair Powell as the “talking about talking about tapering” meeting.

From the Desk of Erik Oros
From the Desk of Erik Oros

April, 2021
In the coming weeks, much of the East Coast and Midwest will be visited by Brood X, tens of billions of cicadas that hatch at once every 17 years, like clockwork. For just six weeks, the swarm will emerge to engage in a mating ritual, causing no shortage of commotion, belting out their cry at decibels that compare to a 737 takeoff.

From the Desk of Erik Oros
From the Desk of Erik Oros

March 2021
How hot is too hot? This is the difficult question investors have had to grapple with over the first quarter of 2021. As the economy reopens, the massive stimulus is digested, and supply chains become stretched, the robust growth outlook for the US economy has sparked impassioned worry over inflationary pressures.

From the Desk of Erik Oros
From the Desk of Erik Oros

February, 2021
Over the past week, the structural underpinnings of the nascent, nearly one-year-old bull market, have come under attack. A violent move higher in long-term treasury rates, with the 10-year Treasury bond yield rising at one point over 50 basis points in just four weeks, has tested the mettle of the market whose reliance on cheap credit, liquidity, and relative value had propelled indices to all-time highs. Ironically, it has been robust growth expectations for US GDP growth in 2021 that have fueled the unorderly treasury market rout. Higher long-term interest rates pose the most acute risk to high-growth stocks where valuations have reached levels not seen since the dot-com era.

From the Desk of Erik Oros
From the Desk of Erik Oros

January, 2021
We begin our first letter in 2021 amidst a historic moment in global markets. While analysts prepare for earnings reports for over 30% of the S&P market cap in the final week of the month, Wall Street is instead besotted by an incredible short squeeze of epic proportions. Perhaps the poster child of this phenomena, GameStop, has seen its shares rise well over 1000% in 10 short trading days. Other stocks touted on the popular “Wall Street Bets” Reddit group such as AMC have seen their shares surge in recent days. The movie theater operator whose business remains undoubtedly challenged is currently valued at multiples of is value before the pandemic struck. Throw the textbook out the window it seems.

From the Desk of Erik Oros
From the Desk of Erik Oros

December, 2020
In our final letter of 2020, we wrap up a tumultuous year with an eye towards what may shape up to be an equally daunting 2021 in markets. Global markets are poised to end the year in the continued state of Fed induced euphoria that has grown to a crescendo as equities push to new highs. Market breadth, which had eluded the relief rally over the summer has returned with gusto as lagging value and small cap stocks ride the coattails of a reflation trade. While the pandemic remains rampant, optimism over the vaccine has given investors a much-needed light at the end of the tunnel. In this letter we will explore both reasons for continued optimism as well as the multi-factored risks that loom in the coming year.

From the Desk of Erik Oros
From the Desk of Erik Oros

November, 2020
Over the past 30 days, small-cap value (IWN) has returned 14.51% vs. 1.53% for large cap growth (IWF). While many questions around the various vaccines remain, particularly as it relates to both durability and distribution, investors cheered these results that potentially could provide a spark to those industries most effected by the continued presence of the pandemic. Balancing the resurgent case load in the US and the promise of the vaccine, whether this rotation will endure depends largely on the course of the economy itself and its ability to continue the robust recovery witnessed since the depths of the first quarter.

From the Desk of Erik Oros
From the Desk of Erik Oros

October, 2020
In September’s letter, we emphasized the dramatic excesses, commonplace across both equity and fixed income markets, fueled by a rush of liquidity provided by central banks globally. This narrative has come into focus as markets wobbled over the course of September, producing volatility unseen since the depths on the pandemic. While risks remain elevated, excess still endures, and catalysts loom on the horizon, our conviction in steadfast, disciplined allocation remains critical.