THOUGHTS AND INSIGHT
to Help With Life's Transitions

USING APPRECIATED STOCK AS A GIFT

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OPPORTUNITIES IN THE NEW ECONOMY

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MARKET DROP. MARKET POP. NOW WHAT?

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TOP 3 OPPORTUNITIES IN LENDING

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OPPORTUNITIES IN ESTATE PLANNING WITH JUD STEIN

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THE 3 COMMON ESTATE PLANNING CONCERNS

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THE SSG BEAR MARKET PLAYBOOK

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THE CARES ACT AND YOU

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A CONVERSATION WITH A COVID-19 SURVIVOR

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WHAT YOU NEED TO KNOW ABOUT THE SECURE ACT

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HOW TO MANAGE SUDDEN WEALTH

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3 THINGS YOU SHOULD THINK ABOUT AS YOU MOVE FORWARD IN YOUR CAREER

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WHY SHOULD I RETHINK THE WAYS I GIVE?

In September, SSG Executive Advisory Group had the privilege of hosting the 4th Annual Patriot Invitational. The goal of the event is to raise money that can be donated to vetted charities that support our military Veterans and their families and we are proud to have raised over $400k in gross revenue towards this cause this year. With this event in mind, this brings up the many ways to give as we head into the holiday season.
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WHY DO WE BUY ANOTHER PROPERTY?

There are a number of reasons why clients buy a second or third property and we have attempted to narrow the rationale provided into different considerations. Whether our client is buying the home as an Investment Property, Rental Property, Vacation Home, or a Center for Family Activity, each should be considered in light of the opportunities and risk. Ultimately, is the purchase being considered for Investment, Utility or perhaps both?
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WHY IS THE FATHER STILL THE FINANCIAL ROLE MODEL?

The start of the summer months also brings the celebration of the Father’s Day holiday, a day on which people around the world reflect on all that dads do for their families. For more than seventy million fathers in the United States, countless responsibilities are assumed, especially when it comes to the well-being of their family.
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WHY SHOULD I MAKE A PLAN FOR MY MOM?

As the month of May draws to a close and the special holiday of Mother’s Day has passed, it is appropriate timing to consider thinking about mom and her estate, especially if she is in a widowed situation. Aging is a fact of life and affects all families.
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WHY SHOULD I THINK ABOUT RETIREMENT PLANNING WHEN BUYING A HOME?

Buying a new home often evokes a feeling of excitement and a sense of new beginnings for individuals. Are you buying a larger home in a highly sought-after neighborhood? Downsizing to a smaller home as you enter the “empty nest” phase of life?
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WHY DO I NEED A TRUST AND NOT A WILL?

One of the greatest rewards of wealth is being able to share it with others. To help the people and causes you care about continue to thrive. That’s where a well-crafted estate plan that includes specialized trusts can help you maintain control of your assets and transfer them tax-efficiently, while creating an enduring legacy that promotes your values and guiding principles.
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WHY DO MOST PEOPLE FORGET ABOUT THEIR FINANCIAL HEALTH WHEN IT COMES TO RESOLUTIONS?

We’re already heading into March. How is everyone doing with your goals or resolutions so far? Instead of focusing on the usual resolutions about eating less and exercising more, how about focusing on something that’s also very good for you in the long run – and even sooner?
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WHY ARE WE NOT ON WALL STREET?

We are devoted to serving your best interest, not the profit driven mandate of some Wall Street wirehouse. We are not interested in participating in a product driven culture, but in delivering objective and well-reasoned advice and guidance to our clients.
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WHY CHOOSE SSG TO WORK WITH?

Every market condition and financial environment we have encountered has only served to strengthen the expertise we offer today. We have honed our skills and sharpened our focus through real-world experience, and are committed to continuing to doing so on a daily basis.
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SSG EXECUTIVE ADVISORY GROUP OF RAYMOND JAMES
1015 Briggs Road, Suite 150 | Mount Laurel, NJ 08054 Toll Free: 855.608.7537 | Fax: 844.265.5427 Map and Directions

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