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Strategic Wealth Management

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Welcome to
Strategic Wealth Management

Learn More

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Strategic Wealth Management

At Strategic Wealth Management, we believe wealth management is not only about where your money should go. It’s about where it can take you.

LPL Financial

For more than four decades, LPL has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their client’s wealth.

SWM Research

Stay informed on the things that could influence your financial picture the most. We offer research and articles on many of the most influential topics of the day.

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Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.

Strategic Wealth Management, Financial Services in Santa Barbara

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Outlook 2017: Gauging Market Milestones

In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones that have come together to influence the investment landscape: a new president and administration, the stabilization of oil prices, and the end of an earnings recession. Being prepared for 2017 is about gauging these and other milestones, understanding their significance, and responding without overreacting. The LPL Research Outlook 2017: Gauging Market Milestones features market guidance, with forecasts for stocks, bonds, and the economy, that can help you to read the gauges and make adjustments in the year ahead, while staying strategic and maintaining a long‐term investment view.

View the complete Outlook 2017: Gauging Market Milestones.

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Market Update | May 25, 2017

Market Update | May 25, 2017

No clear trend in sector performance. Defensive sectors among top performers, but materials led, telecom was the biggest laggard among S&P sectors. Utilities, real estate outperformance could signal some market participants.

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