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Getting Your Retirement Back on Track During and After COVID-19

This week I stood in my mother’s kitchen and she told me that she is worried about her retirement.  Her goal is to retire in less than 10 years, and she feels that so much of her ability to have … [Read More...] about Getting Your Retirement Back on Track During and After COVID-19

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July 5, 2020 By Nicole Middleton

Webinar Replay: Investing in Black Economic Liberation

Recently we held an educational webinar on investing in black economic liberation given the raised level of consciousness in investing, giving and spending in black … [Read more...] about Webinar Replay: Investing in Black Economic Liberation

Filed Under: Community Investing, FEATURED, Giving, Investments Tagged With: community investing, investments, racial equity, wealth divide

May 30, 2020 By Nicole Middleton

Getting Your Retirement Back on Track During and After COVID-19

This week I stood in my mother’s kitchen and she told me that she is worried about her retirement.  Her goal is to retire in less than 10 years, and she feels that … [Read more...] about Getting Your Retirement Back on Track During and After COVID-19

Filed Under: Financial Planning, Retirement Tagged With: COVID-19, Retirement, Retirement Planning

March 3, 2020 By Nicole Middleton

Stock market dips & coronavirus got you anxious about your investments?

We understand your concerns.  After all, most of us are investing in the stock market for our most important life and financial goals.  We need the stock market to … [Read more...] about Stock market dips & coronavirus got you anxious about your investments?

Filed Under: Investments, Saving Tagged With: investments

October 18, 2019 By Nicole Middleton

Planning This Fall For Next Season’s Harvest

October is a good time of year to focus on a few key steps that will help lead to financial abundance now and in the future. TIME FOR A PORTFOLIO REVIEW How did … [Read more...] about Planning This Fall For Next Season’s Harvest

Filed Under: Financial Planning, Investments, Money management, Retirement, Saving Tagged With: charitable planning, financial independence, financial planning, investments, portfolio review, tax-planning

October 16, 2019 By Nicole Middleton

How do I know if my financial advisor is doing a good job?

Nowadays it can be equally hard for people who are currently working with a financial advisor, or seeking professional help with their personal finances for the first … [Read more...] about How do I know if my financial advisor is doing a good job?

Filed Under: Financial Planning, Investments, Money management, Women

August 16, 2019 By Nicole Middleton

As an investor, focus on what you can control

You have the power to control how you go about investing.  Your actions as an investor can either lead to a better investment experience with you successfully … [Read more...] about As an investor, focus on what you can control

Filed Under: Financial Planning, Investments, Uncategorized

April 9, 2019 By Nicole Middleton

Self-employed and Saving for Retirement

If you are self-employed, and looking for a way to lower your taxable income for the year, consider opening a SEP IRA. A Simplified Employee Pension Individual … [Read more...] about Self-employed and Saving for Retirement

Filed Under: Business, Retirement, Saving, Uncategorized

July 5, 2020 By Nicole Middleton

Company News: Strategy Squad’s new partnership with Natural Investments

At the start of this year our firm joined forces with the team at Natural Investments LLC. For over 30 years, Natural Investments has been a leader in socially … [Read more...] about Company News: Strategy Squad’s new partnership with Natural Investments

Filed Under: Company News, Investments, Socially Responsible Investing Tagged With: Natural Investments, Socially responsible investing

March 29, 2020 By Nicole Middleton

SLIDER 1

… [Read more...] about SLIDER 1

Filed Under: FEATURED

June 16, 2018 By Nicole Middleton

Why the Powerful Female Investor Works With a Certified Financial Planner™.

Contact: Nicole M. Middleton, CFP® Phone: (888)-657-7823 For Immediate Release Oakland, CA, June 15, 2018 – NICOLE MIDDLETON, CFP®, CEO of Strategy Squad Insurance … [Read more...] about Why the Powerful Female Investor Works With a Certified Financial Planner™.

Filed Under: Money management, Women

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Nicole Middleton Holloway, the principal of Strategy Squad, is an investment advisory representatives of Natural Investments LLC. Natural Investments is an independent Registered Investment Advisor firm. Strategy Squad is not a registered entity and is not an affiliate or subsidiary of Natural Investments.

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Strategy Squad Insurance Services, LLC
1901 Harrison Street,
Suite 1100
Oakland, CA 94612
888-65-SQUAD
(888-657-7823)
510-343-9564 Fax
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# 0K68755

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Strategy Squad Insurance Services, LLC
PO Box 431
Orinda, CA 94563

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