Archive for March 2017
Friday’s Financial Update 3-31-2017
Written By: Michelle Smalenberger, CFP ® The last week of the 2017 first quarter has felt relatively quiet without large pending votes that may or may not signal expectations going forward. The U.S. stock market indexes posted another positive quarter, which again brings welcome gains to investors’ accounts. We could still see an upcoming…
Read MoreWhat’s In Your Toolbox? (Part 2)
The last post in this series entitled “What’s In Your Toolbox,” we looked at the various types of accounts and grouped them into three general categories: Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great “tool” to have available. In the future, we…
Read MoreFriday’s Financial Update 3-24-2017
Written By: Michelle Smalenberger, CFP® Did this week remind you of political seasons we have experienced over the past several years? It sure reminds us of times like the initial ACA legislation, Brexit, or more recently the elections. We have been awaiting results of legislation change with the proposed American Health Care Act and the…
Read MoreFriday’s Financial Update 3-17-2017
Written By: Michelle Smalenberger, CFP ® Happy St. Patrick’s Day everyone! The GREEN we saw in the markets this week seemed mostly attributable to the news on Wednesday from our good luck charm, Janet Yellen! This was the biggest story of the week as the Chair of the Board of Governors of the Federal Reserve…
Read MoreWhat’s In Your Toolbox?
Your accounts like tools in a toolbox, each serving a different purpose, allow you to accomplish a variety of goals in the best way possible. When you think about your portfolio, you often immediately remember the underlying investment holdings like stocks, bonds, mutual funds, ETFs, etc. What about you? What comes to mind when the word…
Read MoreFriday’s Financial Update 3-10-2017
Written By: Michelle Smalenberger, CFP® As we round out another week, we are reminded of the ups and downs that can come with investing. There were some interesting stories this week that brought about daily changes to how stocks performed. This highlighted the importance of having a diversified portfolio that is not based on luck…
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