Financial Reports

Make Better Informed Decisions About Your Financial Future

At STRIDE Financial, we strive to keep our clients informed about the issues that could impact their quality of life in retirement. Through financial education, we believe you can make better informed decisions about your financial future.

By reading our financial reports, you’ll gain access to a wealth of information that can help guide you towards the retirement you’ve always envisioned.

Whether you want to learn how to help reduce your exposure to stock market risk or how fixed income investments can help you generate consistent and renewable streams of income for retirement, our financial reports are a great way to get started.

10 Signs You’re Working with a True Retirement Income Specialist

10 Signs You’re Working with a True Retirement Income Specialist

Have you asked your advisor to be more conservative and they didn’t argue with you? – Has your advisor taken...
Have you asked your advisor to be more conservative and they didn’t argue with you? – Has your advisor taken the time to inform you about all the options available...
Bonds vs Bond Mutual Funds

Bonds vs Bond Mutual Funds

Since many of today’s advisors got into the business during the 1980s and 90s, in what was the best stock...
Since many of today’s advisors got into the business during the 1980s and 90s, in what was the best stock market in U.S. history, most have become stock market specialists....
Case for Fixed Income

Case for Fixed Income

How to create steady streams of income you can count on well into retirement – Why now is still a...
How to create steady streams of income you can count on well into retirement – Why now is still a good time to buy and hold bonds and bond-like instruments...
Charitable Contributions

Charitable Contributions

Most people are aware that charitable contributions to qualified recipients are tax-deductible, provided they are made by December 31 of...
Most people are aware that charitable contributions to qualified recipients are tax-deductible, provided they are made by December 31 of the tax year for which you are filing. It’s a...
Essentials of Retirement

Essentials of Retirement

Investing for Income may make sense if you were born in 1970 or earlier – Most investors, and advisors, don’t...
Investing for Income may make sense if you were born in 1970 or earlier – Most investors, and advisors, don’t know how to invest for income – The withdrawal method...
Estate Planning Mistakes (V2)

Estate Planning Mistakes (V2)

How to help avoid common estate planning mistakes – Simple, yet effective, ways to help avoid the probate process –...
How to help avoid common estate planning mistakes – Simple, yet effective, ways to help avoid the probate process – Important things to consider when creating your estate plan
Guide to Aging

Guide to Aging

Working Americans at or approaching retirement age today face many unprecedented challenges unique to their generation. That’s why it’s important...
Working Americans at or approaching retirement age today face many unprecedented challenges unique to their generation. That’s why it’s important to have a retirement plan that addresses these challenges and...
Hard Lessons of Stock Market History (V2)

Hard Lessons of Stock Market History (V2)

If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends...
If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends to repeat itself more often than not. That’s an important...
Income Generation Report (V2)

Income Generation Report (V2)

Why the advice of Wall Street analysts could cost you your financial future • Income-generating strategies that can help you...
Why the advice of Wall Street analysts could cost you your financial future • Income-generating strategies that can help you achieve consistent results
Investment for Income in The Stock Market (V2)

Investment for Income in The Stock Market (V2)

Learn about: – How a dividend-paying value strategy can help to mitigate stock market risk – Why identifying a true...
Learn about: – How a dividend-paying value strategy can help to mitigate stock market risk – Why identifying a true value can be a difficult thing to do – Why...
Long Term Care (V2)

Long Term Care (V2)

It’s no secret that Americans are living longer than ever. While that’s great news, it also creates a number of...
It’s no secret that Americans are living longer than ever. While that’s great news, it also creates a number of personal and social challenges. According to the Centers for Disease...
Power of Women

Power of Women

Find out why women: – Are the primary breadwinners in 40% of U.S. households – Are responsible for 85% of...
Find out why women: – Are the primary breadwinners in 40% of U.S. households – Are responsible for 85% of consumer spending – Make 70% of major financial decisions –...
Protect Your Finances in Age of Cybercrime

Protect Your Finances in Age of Cybercrime

Few inventions in recorded history have revolutionized the way we live like the internet. It has changed the way we...
Few inventions in recorded history have revolutionized the way we live like the internet. It has changed the way we communicate and has made thousands of previously slow, complex processes...
Reset Your Retirement

Reset Your Retirement

The Retirement Income Store, is made up of a national network of Income Specialists with a common goal of helping...
The Retirement Income Store, is made up of a national network of Income Specialists with a common goal of helping retirees and pre-retirees reduce their exposure to stock market risk,...
RMD Allocations

RMD Allocations

There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The...
There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go unheeded, are to minimize taxes, minimize...
Social Security Allocations

Social Security Allocations

Inside: • How to help avoid making one of the biggest financial mistakes retirees can make • How to help...
Inside: • How to help avoid making one of the biggest financial mistakes retirees can make • How to help determine if your allocations are right for Social Security •...
Surviving Child Checklist

Surviving Child Checklist

The loss of a parent is difficult enough, but it can be made worse when grief is compounded by worry...
The loss of a parent is difficult enough, but it can be made worse when grief is compounded by worry and confusion over the prospect of dealing with their financial...
Tax Savings Strategies

Tax Savings Strategies

It seems that tax laws and regulations are constantly changing. And with a new president sitting in the oval office,...
It seems that tax laws and regulations are constantly changing. And with a new president sitting in the oval office, it’s entirely possible that more changes could be on the...
The Income Generation Report

The Income Generation Report

Portfolio failure is an unspoken crisis that is quietly decimating the dreams of countless people with the hopes of enjoying...
Portfolio failure is an unspoken crisis that is quietly decimating the dreams of countless people with the hopes of enjoying a more financially secure retirement. The 50-year-old who invested in...
Understanding RMDs

Understanding RMDs

The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to...
The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make...
Understanding Social Security

Understanding Social Security

Before you retire, you should know what all your various sources of income will be, and how much you can...
Before you retire, you should know what all your various sources of income will be, and how much you can expect to receive from each. Obviously, Social Security benefits will...
Volatility Report

Volatility Report

It was one of the scariest days Wall Street has ever seen. On February 5, 2018, the Dow Jones Industrial...
It was one of the scariest days Wall Street has ever seen. On February 5, 2018, the Dow Jones Industrial Average dropped nearly 1,200 points—the largest single-day point decline in...
Why Investing in Mutual Funds (V2)

Why Investing in Mutual Funds (V2)

Unfortunately, since many advisors who serve clients in the Baby Boomer demographic entered the business during the 1980s and 90s,...
Unfortunately, since many advisors who serve clients in the Baby Boomer demographic entered the business during the 1980s and 90s, in what was the best stock market in US history,...
Year End Checklist

Year End Checklist

Americans are notorious for overspending when the holiday season rolls around, and while that may be good for the economy...
Americans are notorious for overspending when the holiday season rolls around, and while that may be good for the economy in the short-term, it often ends up being bad for...

Investment Advisory Services

STRIDE Investments is a Registered Investment Advisory (RIA). As an RIA, STRIDE Investments has a fiduciary duty to always act in your best interests, and is compensated by working with you to guide and direct the management of your overall investment portfolio and financial plan, rather than earning commission on the sale of securities.

The RIA Model
As an RIA who has partnered with TD Ameritrade Institutional, we have the capability to not only offer any Stock, Bond, Mutual Fund, or Exchange-Traded Fund currently traded – we also have the analytic tools to help you to identify which, of the many suitable products, may actually be the best for your specific goals and objectives.

Why the RIA Model?
Although, there has been a recent call for broker-dealers to be bound by a fiduciary duty as well, there is currently no such standard. And though there are certainly many quality broker-dealers operating, it is estimated that a sizable portion of the revenue generated by broker-dealers is based on their commissions and transaction fees. While this is a legitimate business model, we feel that this type of relationship creates too much of a disincentive for these types of firms to adequately and consistently work toward their clients’ best interests.

Our Approach to Managing Risk
Simply stated, risk plays a role with any investment strategy. We believe that a sound financial investment philosophy, like any championship team, has to play offense as well as defense. With respect to investments, that means that your total portfolio should not only provide a solid rate of return, but should mitigate potential investment risk, such as…longevity, timing, withdrawal rate and market risk.

Retirement Planning

STRID(e) is an acronym for “Strategically Tailored Retirement Income Distribution”, a program developed by STRIDE Financial to meet the needs of retirement and pre-retirement-aged individuals and couples through the multi-faceted considerations around retirement planning and portfolio management.

Do you know how much annual income you will need in retirement, how much you can afford to withdraw from your assets for annual living expenses and the best ways to generate income from your assets?

Take our Retirement Readiness Quiz (10 questions) »

STRID(e) is a fully-integrated process developed by Chicago-based STRIDE Financial, a full-service financial services brokerage, designed to answer these and many other questions needed to ensure a successful, fulfilling, and meaningful retirement.

Additional Resources

Schedule A Complimentary Consultation

Virtual Meetings Available

STRIDE Financial is a full-service financial firm dedicated to helping those in the Chicago, Illinois area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2022 STRIDE Financial. All Rights Reserved.

STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. This presentation is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this presentation may include investment-related information or opinions from its presenters, you should not consider anything you find in this presentation to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This presentation does not intend to provide investment, tax, or legal advice. Investment Advisory services are offered by STRIDE Investments, LLC. Additionally, STRIDE Investments does not represent that any securities, products or services discussed in this presentation are suitable or appropriate for all investors. 

A franchise of The Retirement Income Store.

Newsletter
Signup for our newsletter to get updates information, news & insight.
Name(Required)

Copyright © 2022 STRIDE Financial. All Rights Reserved.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. STRIDE Financial and Sound Income Strategies, LLC are not associated entities. STRIDE Financial is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

A franchise of The Retirement Income Store.