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Mark Ghafari

Senior Wealth Advisor Mark Ghafari Named to CAIS Advisory Council

Strategies Wealth Advisors’ director and senior wealth advisor, Mark Ghafari, was recently named to the CAIS Advisory Council. CAIS is a leading alternative investment platform for advisors. CAC members meet with CAIS’ Executive Committee quarterly to help CAIS reach its stated goal of revolutionizing how asset managers and financial advisors engage, learn, and transact around …

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high inflation

The Impact of High Inflation on Your Investment Portfolio

The Bureau of Labor Statistics’ Consumer Price Index for December reported a 7.0% year-over-year increase. This is the largest 12-month increase in prices since 1982 and follows a 6.8% increase in November. Inflation makes most people quite nervous, understandably. It affects people in every economic bracket, and investing in a high inflation environment can be …

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corporation stock

Selling Your Company? Consider Gifting Your Privately-Held Corporation Stock Prior to the Sale

While challenging for businesses in so many ways, 2021 was a record-breaking year for mergers and acquisitions. Many business owners decided that, while the stock market was up and interest rates were low, it might be a great time to retire. If you are also selling your company, you will likely be interested in limiting …

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manage your personal wealth

Life Is Challenging Enough – Let the Experts Manage Your Personal Wealth

The aftermath of a pandemic, lockdowns, and other government intervention created a number of large headaches for all Americans and for business owners. Given the changing economic and governmental climate at the present time, there is no shortage of legitimate concerns. At Strategies Wealth Advisors, we think managing your personal wealth should not be one …

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