Our Team of Financial Advisors
As a fiduciary, our first priority is helping you take care of yourself and your family.
Based in Freehold, New Jersey, with a network of clients across the country, we are a group of experienced financial advisors with the aim of turning your dreams into plans. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
LPA Strategic Capital Announces New Branch
Over the years, LPA Strategic Capital has evolved to incorporate new approaches and processes designed to help our clients achieve their financial goals. As we have continued to build our business on referrals, it has expanded our relationships outside of New Jersey. In addition - many of our long-term clients have moved to the south, particularly as they retire. The Carolinas have been a very common destination.
With this in mind, we are writing to share with you some exciting news. Please join us in welcoming Coastal Strategic Capital located on Daniel Island in Charleston, SC to our firm. We believe they will be a great addition to our team and more importantly will bring a great deal of value to all of us.
MIT scientists explore "Oreology": What's the best way to split an Oreo?
March 23, 2023
Oreos are a big business, with sales of more than $2 billion annually for parent company Mondelēz International. But the creme-filled treats have also sparked some big questions, such as if it's possible to open the cookie so the creme is evenly split between the two sides.
Silicon Valley Bank flagged risks from remote work on performance in its last annual report
March 16, 2023
Last week, Silicon Valley Bank was the second-largest bank to fail on record after a $42 billion bank run. Its problems were largely financial—from highly unprofitable investments to an imbalance in the publicly reported numbers in assets and liabilities.
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Use this calculator to compare the future value of investments with different tax consequences.
Immediate vs. Deferred Annuities
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Protect yourself against the damage that your homeowners policy doesn’t cover.
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Use this calculator to assess the potential benefits of a home mortgage deduction.
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This calculator will help determine whether you should invest funds or pay down debt.
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