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Strategic Income Group

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Arizona's Premier Financial Planning Firm Helping To Forever Change Your Financial Future. Strategic Income Group is a registered investment advisor.

09/01/2026

Strategic Insights September 2026

Artificial intelligence is no longer just a technology story.

It is beginning to influence nearly every part of the economy: how companies serve customers, manage data, build infrastructure, protect against cyber threats, forecast demand, review medical information, write software, manufacture products, and allocate capital.

Markets are paying attention. Businesses are investing. Investors are trying to determine which companies and industries may benefit, which may be disrupted, and how quickly productivity could improve.

But for SIG clients, the most important question is not, “How do we chase AI?”

The better question is: How do we understand a major economic shift while still letting planning, discipline, and purpose lead the decision-making?

08/10/2026

Beyond Tax Preparation Chandler & Peoria Luncheon Event

Event Dates & Times:
Chandler Event Date: August 26, 2026 | Starts 11:30 AM
Peoria Event Date: August 28, 2026 | Starts 11:30 AM

Guest Speaker:
Dylan Huff

Event Details:
Join Strategic Income Group and Anthem Strategists for an educational event focused on year-round strategies that may help reduce taxes, preserve wealth, and strengthen your overall financial plan. The discussion will explore the difference between proactive tax planning and traditional tax preparation, managing taxable income and capital gains, coordinating investment, retirement, and tax strategies, tax-smart charitable giving, estate and legacy planning, and often-overlooked opportunities for individuals and business owners.

08/04/2026

August Strategic Insights
When the Economy Gives Us Uncertainty, Every Dollar Needs a Purpose.

Uncertainty does not require prediction. It requires clarity about what each dollar is meant to do.

Over the past few weeks, I have heard different versions of the same question: “Should we be doing anything different right now?”

It is a fair question.

Markets have been resilient. Interest rates are still high. Inflation has improved in some areas, but it is not back to normal. The Fed is divided. Economic growth is positive, but not as strong as many would like. Depending on which headline you read first, you could walk away feeling encouraged, cautious, or confused.

That is why the better question is not simply, “What did the market do this month?”

07/01/2026

The first half of 2026 brought strong markets, stable employment, persistent inflation, and a Federal Reserve that remains cautious. In this midyear update, Strategic Income Group takes the long view—reviewing market performance, inflation, interest rates, and planning considerations to help clients stay focused on a strategy built to adapt.

06/16/2026

Concentration is often how wealth is created, but the same asset that helped build wealth can eventually create risk. Learn how to evaluate concentrated stock, business equity, real estate, employer stock, or investment themes through a coordinated planning framework that considers taxes, liquidity, income, charitable giving, estate planning, and long-term legacy.

06/01/2026

Strategic Insights June 2026

Over the past year, the U.S. economy has felt a little like that bumblebee. Many expected higher interest rates, elevated inflation, oil shocks, geopolitical conflict, consumer debt, and slowing job growth to bring the economy down more forcefully. Yet here we are: growth has slowed, but not stopped. Consumers are more cautious, but still spending. Markets are volatile, but recently moved back to record levels. Corporate profits are being tested, but earnings remain resilient in many parts of the market.

05/21/2026

Every Dollar Needs a Job: Cash, Liquidity, and the Long-Term Expense Strategy:

“We have extra cash sitting on the sidelines. Should we keep it there, invest it, pay down debt, or use it for something else?”

That is one of the most common planning questions families ask. Cash can create confidence. It can provide flexibility. It can help you sleep at night when life feels uncertain.

But cash is not automatically a strategy.

A strong financial plan does not simply ask whether you have money available. It asks what that money is meant to accomplish. Some dollars need to be available tomorrow. Some dollars are needed in the next year. Some are earmarked for known expenses over the next several years. Some should be invested for long-term growth. Some should support retirement income, giving, or legacy.

At Strategic Income Group, we believe every dollar should have a job.

04/13/2026

Strategic Income Group 13 Years of Stewardship – State of the Business
Michael Gauthier
Thirteen years ago, we stepped out in faith with a clear conviction: if we built a firm rooted in fiduciary responsibility, disciplined strategy, and a deep commitment to stewardship, the right families would choose to walk alongside us. Within the first 90 days of launching, more than 90% of the families we had originally served chose to continue the journey with us. That trust shaped our foundation—and it continues to define who we are today.

Our mission has always been simple: to help you live your best life and leave a lasting legacy.

That mission goes far beyond portfolio returns. It includes thoughtful retirement income planning, tax-efficient strategies, intentional generosity, business succession, and multi-generational family conversations. It means helping you make wise decisions not just for today, but for decades to come.
https://strategicincomegroup.com/strategic-income-group-13-years-of-stewardship-state-of-the-business/

04/01/2026

Strategic Insights – April 2026
Michael Gauthier
Markets may shift, headlines may change, and uncertainty may rise, but long-term financial success is rarely built by reacting to short-term noise. In this month’s Strategic Insights, we explore the recent market pullback, elevated valuations, oil-driven volatility, and what these developments really mean for investors. More importantly, we highlight why discipline, diversification, and a well-constructed plan still matter most in uncertain times.
https://strategicincomegroup.com/strategic-insights-april-2026/

02/09/2026

Strategic Insights – February 2026
Michael Gauthier
February is where headlines test conviction. With interest rates holding steady, market leadership rotating, and volatility resurfacing across equities, crypto, and precious metals, investors are once again reminded why disciplined planning matters. At Strategic Income Group, we see uncertainty not as a signal to react—but as confirmation that a diversified, long-term strategy is doing exactly what it was designed to do.
https://strategicincomegroup.com/strategic-insights-february-2026/

Address

2330 W Ray Road
Chandler, AZ
85224

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Website

http://www.strategicincomegroup.com/

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