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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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Key Legal Documents for Independent Business Owners to Review in Preparation for a Wealth Transfer or Business Succession

If not properly protected, the illiquid nature of a private business can cause headaches for the owner and their family. Therefore, we encourage all independent business owners to follow these three steps when it comes to key legal documents in order to protect their family’s net worth and their legacy in the community.

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