Our Story
- Our Team
- Disclosures
Our Process
Services
Clients
Resources
Contact
Client Login

Insights

Guidance and thought leadership to help you navigate an ever-changing financial landscape. Explore our latest insights.

Blog Economic Analysis The Notable Events List Videos

BLOG

How to Reduce Capital Gains Tax

By John Brown, CFP® | November 2024

Economic Analysis

"Q3 2024 - Out of the Cornfield, and into Destiny"

By: Joseph R. Tranchini, CFA, CFP® | November 2024

Notable Events List

Academia Embraces A.I.

By: Joseph R. Tranchini, CFA, CFP® | November 2024

BLOG

How to Maximize Your Charitable Giving

By Jason Cohen, CFP® | October 2024

Notable Events List

China Unchains a Dragon

By: Joseph R. Tranchini, CFA, CFP® | October 2024

Notable Events List

Monopoly Man Strikes Again?

By: Joseph R. Tranchini, CFA, CFP® | September 2024

Page 1 of 1912 3 4 5...10...»Last »

3750 Park East Drive #200 Beachwood, OH 44122

Our Story
Our Process
Services
Clients
Resources
Contact

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered Investment Advisor. Stratos Wealth Partners and Wealth Advocate Group LLC are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, IL, KY, MD, MI, NY, NC, OH, OK, PA, SC, TX, VA, WI.

© 2024 Wealth Advocate Group, All rights reserved.

Designed & Developed by Altastreet.