Stratos Named to Barron’s 2022 Top 100 RIA Firms
Happy New Year!

We would like to thank you for allowing us to assist with your financial advising needs this past year. We look forward to the continued opportunity through 2023! Happy New Year!
Qualified Charitable Distribution
Did you know that there are exceptions to distributions from traditional IRAs being taxable in the year you receive them? There are several, including the Qualified Charitable Distribution (“QCD”). A QCD is a reportable distribution of funds from your IRA that is made payable directly to a qualified charity, which is reported as a normal […]
Wall Street Focuses on Debt Ceiling
Would it surprise you to hear that investors have moved past worrying about inflation? They have, at least for now. Wall Street has shifted its attention to Washington’s budget negotiations and how the debt ceiling will be resolved. But how long will that shift in focus last? As you can see from the accompanying table, […]
A Resilient March
The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system. The ability of the market to navigate nearly two weeks of headline-related risk tested the underlying resolve of the market’s capacity to look ahead. Moreover, […]
Stratos Day at the Zoo

Huge thank you to everyone who came to our event at the Pittsburgh Zoo and Aquarium on Sunday! We had a great time with our families and hope that you did too. Our next event is already scheduled: an Open House, welcoming you to our new home at 2200 Georgetown Drive, Suite 200! You will […]
Debt Ceiling Drama Is Behind Us
Every so often Washington likes to remind us how hard it can be to get things accomplished. The most recent example is the debt ceiling—the amount Congress can borrow to pay its bills. It seems like we have this debate every few years and in the end a deal is made, which is just what […]
Staying the Course
The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has historically declined in September 55% of the time, posting an average decline of 3.8%. September has certainly lived up to its reputation […]
2023 Holiday Food Drive
Another year, another wildly successful food drive thanks to our amazing clients. We held the Holiday Food Drive and Family Photo Event on Sunday, December 17 at our new office space. Once again, we put together a car full of food donations to deliver to North Hills Community Outreach (https://www.nhco.org/), which supports the community in many ways in […]