Alyssa Lueck, Financial Advisor, Strategic Wealth Solutions

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Alyssa Lueck, Financial Advisor, Strategic Wealth Solutions Creating personalized plans that transform your financial aspirations into reality Member FINRA/SIPC.

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Strategic Wealth Solutions and IFG are unaffiliated entities. IFG Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites

Life insurance should be a priority in financial planning, not an afterthought.As a financial advisor, I've seen firstha...
10/08/2026

Life insurance should be a priority in financial planning, not an afterthought.

As a financial advisor, I've seen firsthand how important having the right coverage can be when life takes an unexpected turn.

One thing that's often overlooked is employer-provided life insurance. Many don't realize that coverage may end when leaving a job, and the amount provided may not be enough to meet a family's needs.

Financial planning isn't just about growing wealth. It's also about protecting what matters most today.

The best time to review life insurance coverage is before it's needed.

History tells us that midterm election years can be a bumpy ride for investors.Since 1945, the S&P 500 has experienced a...
10/01/2026

History tells us that midterm election years can be a bumpy ride for investors.

Since 1945, the S&P 500 has experienced an average intra-year decline of approximately 18% during midterm years, compared to 12.4% in other years of the presidential election cycle.

While markets have historically recovered from these pullbacks, what happens along the way matters too.

Market volatility can create both risks and opportunities, and not every investor is in the same position to navigate them.

We believe in active management. Having a strategy that considers your individual goals, manages risk and identifies potential opportunities can be just as important as staying invested.

When markets fluctuate, is your portfolio simply along for the ride, or is your investment strategy actively adapting along the way?

A reminder from one of the greats that building wealth takes time, and the decisions we make along the way can have a la...
09/29/2026

A reminder from one of the greats that building wealth takes time, and the decisions we make along the way can have a lasting impact. Whether you're just getting started or approaching retirement, having the right guidance along the way can make all the difference.

Why municipal bonds are getting our attention:One area we've been paying close attention to lately is municipal bonds, e...
09/25/2026

Why municipal bonds are getting our attention:

One area we've been paying close attention to lately is municipal bonds, especially for clients looking to generate income while being mindful of taxes. One of the biggest advantages of munis is that their interest is generally exempt from federal income tax. After all, it's not just about what your investments earn, but how much you actually get to keep.

With municipal bond yields moving higher recently, we're seeing some interesting opportunities for investors seeking tax-efficient income. Morningstar summarizes a great look at what's happening in the muni market and why it may be worth a closer look.

Interested in learning more about municipal bonds and how they might fit into your financial plan? Let's chat.

https://www.morningstar.com/news/marketwatch/2026092257/tax-free-bond-yields-are-in-a-sweet-spot-get-in-before-its-too-late

What a $5 Frappuccino can teach your teen about building wealth:April is National Financial Literacy Month, and here's a...
04/16/2026

What a $5 Frappuccino can teach your teen about building wealth:

April is National Financial Literacy Month, and here's a number worth sharing at the dinner table.

If your teen opens a Roth IRA at 18 with $1,000 from a part-time job and adds $1,000 a year, that single account could be worth nearly $500,000 by age 65. Tax-free. Think they can't save $1,000 a year? Skipping the daily Frappuccino more than covers it. But the best financial education isn't about the math. It's about real decisions with real consequences.

A few things that actually work:

✅ Hand them cash instead of a credit card for shopping. Let them keep what they don't spend.

✅ Give them a clothing budget for the year. If they blow it by October, that's the lesson.

✅ Have the college money talk before they fall in love with a school. As one counselor put it, "Have the conversation before they buy the hoodie."

✅ With the Roth IRA, you can show them that there are certain rules with certain accounts. For example, to qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59½. Also, tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner's death. The original Roth IRA owner is not required to take minimum annual withdrawals.

Please consult with a tax and finance professional before making any decisions.



Sources:
-https://www.calculator.net/roth-ira-calculator.html?cstartingprinciple=1%2C000&cannualaddition=1%2C000&cmax=n&cinterestrate=8&ccurrentage=18&cretirementage=65&ctaxtrate=25&printit=0&x=Calculate -ira-result
-https://www.ngpf.org/blog/advocacy/how-many-states-require-students-to-take-a-personal-finance-course-before-graduating-from-high-school-is-it-6-or-is-it-21/

Market timing is one of the most common (and costly) mistakes investors make.The reality? The market’s best days often c...
04/10/2026

Market timing is one of the most common (and costly) mistakes investors make.

The reality? The market’s best days often come right after the worst ones. If you’re sitting on the sidelines, you risk missing the recovery.

Instead of trying to predict every move, focus on what actually drives results:
✔ Staying invested
✔ Having a disciplined strategy
✔ Making thoughtful adjustments—not emotional ones

This is where active management truly makes a difference. In 2025, the best single day of the entire year happened on April 9, right in the middle of the tariff volatility. Missing just that one day would’ve slashed your full year return by more than half.

Volatility doesn’t create risk, it reveals it.When markets get choppy, emotions tend to take over. But reacting emotiona...
04/06/2026

Volatility doesn’t create risk, it reveals it.

When markets get choppy, emotions tend to take over. But reacting emotionally by selling low, chasing trends, or trying to time the market can derail even the best plan.

A disciplined strategy, paired with active guidance, helps you stay aligned with your long-term goals, no matter what the headlines say.

This is where having the right advisor truly matters. You should be hearing from your advisor, understanding your positioning, and feel confident in your plan. If not, it may be time to explore a different approach.

Thinking about retirement? You're not alone, and the numbers might give you something to think about.From how much peopl...
03/18/2026

Thinking about retirement? You're not alone, and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer, it’s about starting a conversation that helps you feel more confident about what’s ahead.

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💬 Questions? I’m always here to talk things through

Grateful for the clients we serve and the new faces we’ve had the privilege to meet this year. Your trust, conversations...
11/27/2025

Grateful for the clients we serve and the new faces we’ve had the privilege to meet this year. Your trust, conversations, and goals inspire everything we do.

Wishing you and your families a warm and happy Thanksgiving!

There’s a lot happening under the surface of the market right now. While the headlines often focus on a handful of large...
11/21/2025

There’s a lot happening under the surface of the market right now. While the headlines often focus on a handful of large companies, we’re seeing meaningful shifts in other sectors. Some strengthening, some slowing, and some just starting to show signs of life.

This is exactly where active management proves its value. It allows us to:
• adjust when conditions change
• look beyond the biggest names
• manage risk intentionally
• take advantage of new opportunities as they appear

Passive investing simply tracks the index. Active management helps you navigate it.
We’re not in a “set it and forget it” market environment. Your advisor should be proactively discussing how current market conditions may affect your portfolio and what thoughtful adjustments may be appropriate based on your goals, risk tolerance, and time horizon.

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806 Slumber Pass
San Antonio, TX
78260

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