2/13 Strategic Partners

08/12/2026

Congratulations to Thomas Macaluso, CFA®, CFP® and Kevin Wager, CFP® on being named to the Forbes 2026 Best-in-State Next-Gen Wealth Advisors ranking. Tom and Kevin exemplify the knowledge, dedication, and client-first mindset that drives their success.

Thank you to our clients for your trust and partnership. We deeply appreciate the opportunity to serve and support you!

https://www.forbes.com/lists/best-in-state-next-gen-advisors/

08/12/2026

Congratulations to Thomas Macaluso, CFA®, CFP® and Kevin Wager, CFP® on being named to the Forbes 2026 Best-in-State Next-Gen Wealth Advisors ranking. Tom and Kevin exemplify the knowledge, dedication, and client-first mindset that drives their success.

Thank you to our clients for your trust and partnership. We deeply appreciate the opportunity to serve and support you!

https://www.forbes.com/lists/best-in-state-next-gen-advisors/

08/12/2026

Financial planning is not one size fits all. For “ ” (Dual Income, No Kids), financial priorities often look different from those of households with children. With greater flexibility, many focus on financial independence, lifestyle goals, charitable giving, and building a legacy that reflects their values.

The key is ensuring your financial plan aligns with the life you want to create. Regularly reviewing your goals, investment strategy, estate planning, and long term wealth objectives can help keep your plan on track as life evolves. Check out our latest Millennials & Money blog to read the full article.

https://213strategicpartners.com/blogs/insights/money-moves-for-dinks-financial-planning-strategies-for-dual-income-couples-without-kids

06/03/2026

The job market is tougher than it’s been in years. Slower hiring, more selective employers, and AI‑driven shifts are reshaping what it takes to land a role. If you’re a recent grad or young professional, dive into what’s changing and how to stay competitive by checking out our latest article on the Millennials & Money Blog.

https://213strategicpartners.com/blogs/insights/the-new-grad-job-squeeze-whats-driving-underemployment-and-what-comes-next

05/14/2026

Watch Schwab Network as CIO Jeremiah Riethmiller, CFA, CAIA, CFP® joins Opening Bell to discuss the performance of the recent season and weigh in on the two numbers consumers are feeling:

Earnings growth remains strong, but Jeremiah Riethmiller warns inflation pressure is weighing on consumers. He favors mid-cap growth and real estate over stretched mega-cap tech, while shifting fixed income toward asset-backed securities. Diversification into private credit and selective equities re...

05/13/2026

What exactly is a Roth IRA, and is it worth considering if you already have retirement accounts?

While aren’t right for everyone, the potential tax advantages and long-term flexibility can make a meaningful difference when planning for retirement.

Check out our latest Millennials & Money blog post to learn more.

In recent years, such headlines about Roth IRAs have become commonplace, stemming from the prospect of increasing tax rates and the passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the subsequent SECURE 2.0 Act passed in 2022. But what exactly is a...

05/05/2026

“You had the exuberance of what AI could be, and now you’re getting the hard scrutiny of what is the reality today,” Baraldi said. “You need to see something tangible eventually.”

Ray Baraldi, JD, CFP®, AIF® weighs in on the and the gap between expectations and market reality, at The Wall Street Journal:

U.S. stock indexes rise on Thursday, with the Nasdaq composite closing at a record high.

04/09/2026

We are proud to recognize Ray Baraldi, JD, CFP®, AIF® and Kevin Wager, CFP® on Forbes’ 2026 Top Wealth Advisors Best-in-State list. This recognition is a testament to the care, clarity, and commitment they bring to every client relationship. Their dedication helps empower individuals and families to pursue their financial goals with confidence. Thank you to our clients; we are truly grateful for the opportunity to partner with you and serve you! https://www.forbes.com/lists/top-wealth-advisors/

02/13/2026

Today, our team proudly celebrates its 13th anniversary at Hightower, a meaningful milestone that reflects how far we’ve come and the strong foundation we’ve built together. Looking back to where this journey began brings a deep sense of gratitude, especially for the clients who have trusted us, partnered with us, and allowed us to form lasting, impactful relationships.

We also want to celebrate several team members who have continued to take on greater responsibility and elevate their roles in significant ways. Ray Baraldi and Jeremiah Riethmiller, our Managing Partners, have been instrumental in shaping the growth and evolution of our team, and their leadership is felt every day.

We are equally proud to highlight the tremendous contributions of Kevin Wager and Morgan Buswell. Kevin’s work as a Senior Financial Advisor speaks volumes—his dedication to exceptional client service and steady leadership are core to who we are. Morgan, our Director of Human Capital and Growth, has been a driving force behind our team’s development. Over her 10 years with us, she has consistently championed growth, culture, and the advancement of our people.

As we celebrate this milestone, we look forward with excitement and energy to the future and the continued growth we are striving toward as a team!

02/09/2026

Chief Investment Officer, Jeremiah Riethmiller, CFA, CAIA, CFP®, weighs in on how the midterm elections could influence market and offers his outlook on the and international portfolio exposure, as he joins the Watch List for Schwab Network

Jeremiah Reithmiller shares the opportunities he sees in 2026, noting that a midterm election year tends to bring volatility. He thinks we’ll end the year 10%+ higher, with “fantastic” earnings expectations. A 15%-20% correction would also be normal, he notes. Jeremiah covers upcoming economic...