Resources
Resources
Three Tips for Teaching Kids About Money
How important is the relationship between kids and money? This is a perfect topic for the season since kids are home for summer break. According to the University of Cambridge, money habits in children are formed by the age of 7. During this period, the brain...
Are we in a recession?
Are we in a recession? You might be understandably nervous with so much talk about recession and inflation in the headlines. Recessions can feel like a financial whirlwind, and the S&P 500 having its worst first six months since 1970 doesn’t give us much...
Student Loans – Traditional Repayment Programs
Student loans. When you hear that phrase, what's the first thought that comes to your mind? The student loan crisis in our nation has been constantly and rapidly evolving. These increasingly high rates can cause stress, worry, and frustration for many individuals....
Tax Planning for Dentists: 5 Strategies Most Dentists Overlook
Most dentists that we work with have grown their practices and incomes over the years, even paying off their debts. Additionally, some have been practicing as independent contractors and want to set up and build their own practices. But most of them have one thing in...
The Financial Quarterly: 1st Quarter 2022
A Review of the 1st Quarter of 2022 The first quarter of 2022 was rocky, the worst we’ve seen since 2020.1 Inflation, Russia’s brutal invasion of Ukraine, and concerns about Federal Reserve interest rate hikes all contributed to the volatility and market losses....
Russia Attacks Ukraine: The Financial Impact
The Russia-Ukraine conflict is not new, but it has intensified in the recent weeks. Russia’s latest actions raise the likelihood of sustained military conflict between the two nations. While this recent news may be concerning, SEI has put together a Q&A commentary...
The Financial Quarterly: 4th Quarter 2021
A Review of the 4th Quarter of 2021 Markets delivered exceptional performance in a year that had a little bit of everything: politics, bubbles, meme stocks, inflation, runaway rallies, and sudden drops. Let's take a look at how markets performed last year and...
Labor Market Tumult
How are you feeling about work these days? Are you taking stock of your life and thinking about moving on? (You're not alone.) Are you a boss struggling to fill roles and retain your people? (You're in good company.) America is going through a pretty major...
The Financial Quarterly: 3rd Quarter 2021
A Review of the 3rd Quarter of 2021 Despite breaking multiple records, a rocky third quarter ended with a thud as concerns about inflation, political brawls, and viral variants weighed. 1 Let's take a look at how markets performed and what we might look...
5 Financial Planning Tips for New Physicians and Dentists
If you are a new physician or dentist, you may be overwhelmed by the number of financial decisions you need to make as you start your career. Physicians and dentists are unique as their income jumps significantly in a short period of time, and they are bombarded with...
Would you like to schedule a consultation?
Mahesh Odhrani
Schedule an appointment with Mahesh Odhrani
Michael Beatty
Schedule an appointment with Michael Beatty.
Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Office: 702- 907-7444
Fax: 702-907-6444
Office Hours:
Monday: 8:00am-5:00pm
Tuesday: 8:00am-5:00pm
Wednesday: 8:00am-5:00pm
Thursday: 8:00am-5:00pm
Friday: 8:00am-5:00pm
Saturday: By Appointment
Schedule 30-minute Consultation
Use the button below to schedule a complementary introductory call.