Strathmore Capital Advisors

05/28/2026

Healthcare has been coming up more in client conversations lately, and a recent article from U.S. News and World Report is a good reminder of how much variety exists in that space.

The piece looks at several healthcare funds and ETFs, and Daniel J. O'Rourke offers some context on how index construction can shape what you're actually holding. Some indexes extend well beyond pharmaceuticals and managed care into areas like biotech, medical devices, life sciences, and healthcare services.

This can make for a different experience than a more concentrated approach.

He also notes that broader exposure doesn't eliminate risk, as regulation, drug pricing, and patent cycles are all factors that can affect the sector.

However, having a clearer picture of how a fund is constructed can help with understanding what you actually own.

You can check out the full article at the link below.

➡️

Health care is under financial pressure, but these ETFs and funds target the sector's next growth phase.

05/26/2026

We’re thrilled to welcome Alishia DuBois, CFP® to Strathmore Capital Advisors as a financial advisor! 🎉

Alishia is a native of Richmond, Virginia, and recently returned to the area. She earned her degree from Virginia Tech in Applied Economic Management with a focus in Financial Planning, along with minors in Business and Leadership. After college, she stayed involved with the Financial Planning Association, including serving on the board of the National Capital Area.

“What drew me to Strathmore Capital Advisors was the emphasis on relationships. The chance to work closely with clients, help them think through decisions, and ease some of the pressure along the way really aligned with how I want to approach this work.”

Please join us in welcoming her to the team!

About Strathmore Capital:

Strathmore Capital Advisors, Inc. (“Strathmore Capital”) is an investment adviser registered under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Strathmore Capital, including fees, can be found in Strathmore Capital’s ADV Part 2, which is available free of charge and upon request.

05/26/2026

We’re thrilled to welcome Alishia DuBois, CFP®, to Strathmore Capital Advisors as a financial advisor! 🎉

Alishia is a native of Richmond, Virginia, and recently returned to the area. She earned her degree from Virginia Tech in Applied Economic Management with a focus in Financial Planning, along with minors in Business and Leadership. After college, she stayed involved with the Financial Planning Association, including serving on the board of the National Capital Area.

“What drew me to Strathmore Capital Advisors was the emphasis on relationships. The chance to work closely with clients, help them think through decisions, and ease some of the pressure along the way really aligned with how I want to approach this work.”

Please join us in welcoming her to the team!

About Strathmore Capital:

Strathmore Capital Advisors, Inc. (“Strathmore Capital”) is an investment adviser registered under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Strathmore Capital, including fees, can be found in Strathmore Capital’s ADV Part 2, which is available free of charge and upon request.

05/19/2026

Join us tomorrow! 🎉

If you’re saving for your children and want to better understand your options and the tax impact of each, join Director of Tax, David Bardin at 12:00 PM ET for our webinar, Savings Strategies for Minors: Options Available and the Associated Tax Impact.

He’ll be discussing his insights on several kids’ savings approaches and the tax considerations that come with them.

If you’re saving for your children and want to better understand your options and the tax impact of each, join Director of Tax, David Bardin, at 12:00 PM ET for our webinar, Savings Strategies for Minors: Options Available and the Associated Tax Impact.

05/15/2026

In a recent U.S. News and World Report article by Kate Stalter, “7 Best Investments During a Recession,” our team shared our perspective on defensive positioning and liquidity during a recession.

“People still eat, take medicine, and keep the lights on,” says Daniel O’Rourke, CFP®, Director of Multifamily Office Solutions at Strathmore Capital Advisors. “These sectors often experience smaller drawdowns than the broader market, which can help investors stay invested and avoid emotional decisions at the wrong time.”

The same thinking applies to liquidity.

As Dan noted in the article, “Cash is not king, but it is no longer dead money.” With money market yields meaningfully higher, cash has regained a role by offering flexibility and stability when markets are correcting.

Portfolios built with these dynamics in mind tend to hold up better when markets become more unpredictable.

Check out the full article below.

➡️https://money.usnews.com/financial-advisors/articles/best-investments-during-a-recession

Thank you for including us!

From gold to Dividend Aristocrats™, these assets often hold up when markets get rough.

05/14/2026

We always appreciate it when our clients share good experiences with us! 🎉

“I can’t say enough about the outstanding tax service I received from Strathmore and David Bardin. The communication alone was on a level I’ve never experienced before - clear, proactive, and consistently reassuring. The turnaround time was phenomenal, and the quality of the work was exceptional. After reviewing my past returns, David even identified additional deductions from the last three years that had been missed.

This was truly above-and-beyond service, and I’m incredibly grateful. I am so happy to be involved with Strathmore Capital Advisors.” -Jerry Hill

Thank you to Jerry Hill for the trust in our team!

Many of the questions and situations clients raise during the tax process are the same ones David Bardin will be addressing in our upcoming webinar.

He’ll be walking through savings strategies for minors and how different account types are treated at tax time.

📆 Wednesday, May 20 at 12:00 p.m. ET

👉 9d6505ed-bee7-4a8d-94c2-e231bf849477@a69e003b-6042-49de-b51c-f58cf17e77fb" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/9d6505ed-bee7-4a8d-94c2-e231bf849477@a69e003b-6042-49de-b51c-f58cf17e77fb

This client statement represents an individual experience and may not be representative of all client experiences. Tax results and service outcomes vary. This testimonial is shared with the client’s permission and was not paid for. The full text of this and other client reviews is available at https://wealthtender.com/advisory-firms/strathmore-capital-advisors/.

05/12/2026

The account you choose for a child's savings can have a real impact on your family's tax strategy. Not all options are created equal, and the differences are worth knowing.

Savings Strategies for Minors: Options Available and the Associated Tax Impact

📆 Wednesday, May 20th | ⏰ 12:00 PM ET

Join David Bardin, Director of Tax, as he walks through the most common savings options for children and what each one means at tax time.

He'll cover everything from 529s and UTMA accounts to the new Trump accounts, and help you think through which option may align best with your goals.

We hope to see you there!

👉 9d6505ed-bee7-4a8d-94c2-e231bf849477@a69e003b-6042-49de-b51c-f58cf17e77fb" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/9d6505ed-bee7-4a8d-94c2-e231bf849477@a69e003b-6042-49de-b51c-f58cf17e77fb

05/12/2026

The account you choose for a child’s savings can have a real impact on your family’s tax strategy. Not all options are created equal, and the differences are worth knowing.

Savings Strategies for Minors: Options Available and the Associated Tax Impact

📆 Wednesday, May 20th | ⏰ 12:00 PM ET

Join David Bardin, Director of Tax, as he walks through the most common savings options for children and what each one means at tax time.

He’ll cover everything from 529s and UTMA accounts to the new Trump accounts, and help you think through which option may align best with your goals.

We hope to see you there!

05/07/2026

Inflation gets a lot of headline coverage, but most of its impact shows up in everyday decisions.

Groceries cost more than you expect; your savings don’t go as far, or a plan that once felt solid may start to feel tighter over time. These are some of the reasons why it’s important to keep inflation in the conversation.

Instead of focusing on the headlines, it’s worth revisiting your strategy as costs shift.

In our latest blog, we look at how inflation can affect:

- What your money can actually buy

- How investment returns look after inflation

- Income planning and rising long-term costs

- Taxes and what you really keep

Remember that small changes today can make a big difference later, so if you plan for inflation, you can find yourself feeling more prepared as costs change. 📈

Read the full post here. 👇

https://strathmorecapadv.com/how-inflation-can-impact-your-wealth/

05/06/2026

Planning for a child’s future involves more than just setting money aside. The type of account you choose can also have a significant impact on your family’s tax strategy.

Our upcoming webinar will break down the most common savings options for children and explain how each one may be taxed, so you can make more informed decisions for your family.

Savings Strategies for Minors: Options Available and the Associated Tax Impact
📆 Wednesday, May 20th
⏰ 12:00 PM ET

Join Director of Tax, David Bardin, as he shares insights on several kids’ savings approaches and the tax considerations that come with them.

During the webinar, he’ll cover:

- What new Trump accounts are and where they may fit into a family’s overall savings plan
- How various savings options for children are taxed
- Key differences between 529 plans, UTMA accounts, and other account types
- Factors to weigh when deciding which option may align best with your goals
If saving for a child’s future is part of your family’s plan, this is a conversation worth having.

We hope to see you there.

👉 9d6505ed-bee7-4a8d-94c2-e231bf849477@a69e003b-6042-49de-b51c-f58cf17e77fb" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/9d6505ed-bee7-4a8d-94c2-e231bf849477@a69e003b-6042-49de-b51c-f58cf17e77fb