Consider The Economic Cycle

Economic Cycle

Consider The Economic Cycle Deciding how to invest a portfolio starts with where we believe we are in the economic market cycle. Many well respected analysts believe the market potentially has another year to run and keep moving higher with a potential late 2018 or 2019 pullback where we could see a recession.  So believing…

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[Video] Being Thankful

Thanksgiving Financial Design Studio

STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® What reminds you of Thanksgiving?  Is it gathering around the table with family?  Is it going to grandma’s house?  Is it football or pumpkin pie? Think back to the very first Thanksgiving, when the pilgrims left England with everything they had in the boat.  They still celebrated, because…

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Volatility Ahead In Tax Reform

Financial Design Studio Volatility Ahead

Volatility Ahead In Tax Reform Remember this post from back in July?  “Caution: Speed Bumps Ahead”  The items mentioned in that post just months ago sure seem familiar today. This is a fair look at how the cycle of politics is ever-spinning and the effect it can have on the market. In July, the political…

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[Video] What Needs To Happen Before 12/31

Financial Design Studio Video before 12-31

What Needs To Happen Before 12/31 As we approach the end of the year what things do we need to be thinking about?  What HAS to happen before 12/31?  We’ve created a list of these items that you can download at our website, but right now we are going to talk through each of these…

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What A Difference A Day Makes

Financial Design Studio Powell

What A Difference A Day Makes This last week brought many news headlines.  One day in particular, Thursday, Nov. 3rd, brought many of those headlines.  Let’s look into these stories to understand how our portfolios will be affected. Fed Governor Jerome Powell nominated as Federal Reserve Chair Mr. Powell is expected to largely follow in…

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