Straight Arrow Financial Group

02/02/2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Many people think about taxes once a year — when April rolls around and it's time to file.By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed.

01/02/2026

What 2025 Taught Us About Staying the Course

Some years pass quietly. 2025 wasn't one of them.Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded.2025 M...

12/02/2025

One Economy, Two Realities: Understanding Today's Economic Divide

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the...

11/03/2025

What Recent Inflation Signals Mean for Financial Planning

Inflation has been the boogeyman of the economy for months.Sticky prices. Rising gas costs. A looming rate hike.The latest report provided useful data for planning ahead.When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. September's numbers pro...

10/31/2025

Happy Halloween from (part of) your team at Straight Arrow! 🎃

10/02/2025

Overlooked Retirement Expenses (And How to Plan for Them)

A comfortable retirement doesn’t come with a fixed price tag.Expenses can change over time, and some of the most important ones are easy to overlook.That’s one reason about 45% of retirees could run out of money in retirement.1The good news? That outcome isn’t inevitable. The key is recognizin...

09/08/2025

CONGRATULATONS QUINN on completing your first IRONMAN competition on Saturday in Madison!

Not only did he complete it but he did it well within the personal goal that he set for himself! We are so proud of you!

09/02/2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

The Dow crosses 45,000. Your brain whispers: "This has to be the top."The market drops 15%. Your brain screams: "Get out before it gets worse!"Different scenarios. Same result: your brain hijacking your long-term investment strategy.If you've ever felt paralyzed by market highs or panicked during ma...

08/22/2025

It's been just about a week since our Annual Client Appreciation - Picnic in the Park. We have cleaned up, put everything away and taken some time to reflect on the day...

We are constantly amazed by the number of absolutely FANTASTIC people we are so blessed to be able to work with.

We thank you for the trust you place in us!
We thank you for your dedication to us!
and most of all...
We thank you for being a part of our family!
We couldn't do what we do without YOU!

Pictures will be posted once they are available.
Until then, thank you again for another wonderful Picnic in the Park!

08/16/2025

Straight Arrow Financial Group Family...

The Annual Picnic in the Park will be held rain or shine!

Hope to see you there!
☺️

08/04/2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs. What’s Behind the Rally.”1All-time highs have an interesting effect on investor be...