Understanding Today's Financial Environment
Welcome to Strategic Wealth Advisors Group, an independent practice in Carlsbad, Ca. We understand that individuals face unique challenges as they prepare for retirement. Welcome to objectivity, transparency & vigilance. With depth, focus, and a big-picture perspective, we help you manage your investments. Our expert team helps you keep your wealth growing and guarded—today, tomorrow, and onto the next generation.
We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Our independence lets us choose from a wide array of investment options—and they’re selected because we believe they're right for you.Learn More
We believe fees and taxes are among the most detrimental influences on wealth accumulation.Learn More
We partner with you to responsibly, creatively, and efficiently build your wealth.Learn More
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
How Income Taxes Work
A quick look at how federal income taxes work.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Currency has been around for a long time. Here’s a quick history lesson.
Try these activities to keep your brain sharp.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The average retirement lasts for 18 years. Are you prepared to fill that many days?