Stroia Securities Services, Inc.

10/27/2026

When was the last time you updated your will?

10/22/2026

Here is a quick video on required minimum distributions (RMDs)—the annual withdrawals some retirement accounts may require when you reach age 73.

If you’re unsure whether an RMD applies to you this year, or you want to double-check what’s already been taken, please call our office.📞

Chris Bogren discusses the three things you need to know about Requ...

10/22/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

10/20/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

10/15/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

10/15/2026

🎉 Medicare Open Enrollment is finally here! 🎉

From October 15 through December 7, Medicare beneficiaries have an opportunity to review their current coverage and make changes for the upcoming year.

Your healthcare needs, prescriptions, and circumstances can change over time, so taking the time to review your coverage can be an important part of your overall financial strategy. 💡

Not sure what to look for or where to begin? Our office is here to help you review your options and answer your questions. 📞

🗓️ Don’t wait until the December 7 deadline — now is the time to review your coverage!

10/14/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/13/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

10/08/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

10/07/2026

🗓️Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review your coverage and explore your options for the upcoming year.

💡Remember, You can review and change your Medicare elections each year. If your needs or circumstances have changed, it may be worth taking a look to see whether your current coverage still meets your needs. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Enrollment Period: October 15 – December 7 🗓️

🔍 Mark your calendar and review your current coverage before the deadline.

📞 Have questions about your Medicare options? Give our office a call. We’re here to help you review your coverage and better understand your options.