Archive for January 2019
Going for the [Financial] Goal
Many people know there’s a big football game ahead this weekend. Are you ready to enjoy it with all the friends and food that may be tradition? Just like you’ll be cheering your team on to go for the goal; you can also treat your investments like you’re going for the goal! To develop your…
Read More[Video] A Financial Win/Loss Record
STEPHEN SMALENBERGER, EA ® I love sports and we are at the end of the football season. Now whether you are cheering for your favorite team or another team. I thought it would be a fun comparison between what teams need to consider and what we need to consider in our lives. No one talks…
Read MoreLook Back For Change: Investment Appetite
We typically think to look forward when we want to see financial change. But have you ever looked back at the past to see if anything has changed that could affect the future outlook? Let’s consider our thoughts prior to the midterm elections and whether anything has changed that affects our thoughts ahead. Gridlock Prediction…
Read More[Video] Financial Timing Is (Almost) Everything
MICHELLE SMALENBERGER, CFP ® Timing is everything! Well maybe in this situation timing isn’t everything; but it IS really important. What I’m talking about is that as you go through life there are things happening with your finances at each stage. Some obvious instances where timing really does matter are: Retirement – There are so…
Read MoreRelief from Investment Worry: Recession, Trade, Q4
During the midst of the past few months a question we’ve asked is “How did you feel during the volatility of the past few months?” Were you concerned that it would affect your overall plan and started to worry? Were you reminded that the market doesn’t always move higher but has points of volatility over…
Read More[Video] Forming Habits: Don’t get discouraged. Failure isn’t final.
MICHELLE SMALENBERGER, CFP ® Let’s quickly talk about something that can happen as you’re working toward goals you’ve set. This is simply the attitude of being discouraged. Today as you’ve started to make a change in your habits you may start off strong. After a few days of progress something happens to get you off…
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