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Bridging the Gap

Between industry news and personal experience.

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When to Sell Stocks at a Loss

The stock market continues to experience downward volatility. While we believe that sticking to your goals-based asset allocation is the best strategy for long-term wealth creation, there are other proactive strategies investors can use to benefit from a falling market, including selling stocks at a loss.

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Worried About Stocks? Why Long-Term Investing Is Crucial

At Stratus Wealth Advisors, we often advise our clients to ride out the storm, realize that market corrections are hard to predict, and stick with your plan. We feel that this recent article written by Dimensional Fund Advisors does a terrific job of easing concerns due to uncertainty and volatility in a relatable way.

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Thoughts for Wealth Creation

Two issues that are foremost on most investors' minds are the record level of stock prices and the rapid increase in inflation. To help investors put these issues in perspective and focus on growing their wealth, we would like to offer the following thoughts.

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