Entries by Mark Stratis, CFP®

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What does a 1969 Woody Allen Movie have in Common with Today’s Investment Markets?

What is FOMO and how do I respond? What are some of the reasons why I should not get too “hung up” with numbers pertaining to the stock market? What does a Woody Allen movie have in common with today’s investment market? Watch Szarka Financial’s Senior Financial Advisor Mark Stratis, CFP®, discuss these issues with […]

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Newly Enacted DOL Rules: What Affect Will They Have on my Retirement Savings?

  There has been a notable amount of discourse concerning the “new” Department of Labor (DOL) rules regarding retirement plans, and specifically Individual Retirement Accounts (IRA), in the financial news over the last several months. Most of that news has centered around how the service providers, that is third party administrators (TPA) for retirement and […]

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With the NFL Draft around the corner, have you thought about who your “financial” quarterback should be?

Not only do the Browns need a good quarterback, so do you. What is a “financial” quarterback and how can they help? What can a financial quarterback do and when would you need one? Why is it best to use a financial advisor as your “financial” quarterback verses other professionals such as CPAs, attorneys, etc.? […]