We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
[Video] Explaining Employer Benefits
STEPHEN SMALENBERGER, EA ® So as we’re entering the new year, it’s a great time to review the employer benefits that your company offers you. Especially if it’s a larger company. What do you have? What should you have? And what changes can you make now in a fresh new year? So there’s three main…
Expand Your View Point [With These Financial Experts]
You can physically only be in one place at a time. Now, we know there are some of you out there who think of the state lines or country borders where if you straddle them you are actually in two places at one time! Ok, we will give you that! The point we are making…
What Is An Employer Stock Purchase Plan [Video]
One question I hear often is should I participate in my Employer Stock Purchase Plan. So let’s first talk about what it is and then some considerations around it. Employer Stock Purchase Plan (ESPP) What is it? Often times this is a company that is publicly traded allowing you to buy into or have ownership…
TWO Things That Happened This Week
There were two things that happened this week we want to share so you continue to learn how investments work! First, you may have heard that Apple had an event this week! What has become normal for Apple is to update many of their current devices with new or better features. To investors this is…
Estate Planning Documents [Video]
Are there some decisions you think, “I’ll do that when I’m older?” While there are some things that are OK to push off to tomorrow, there is one thing you need to do today. And that is your estate planning documents. We always think we can get to this later or we think this is…
Do You Remember Where You Were Financially In The Recession?
Be encouraged! The market has made a strong comeback in the first three months of this year! This should bring some excitement. Christmas season last year may have been discouraging because the market had spiraled down losing the strong gains from the previous nine months. But now we’re back to seeing growth again. Now, let’s…
Uncommon Cents [Video]
One thing I want to challenge you in regards to your finances is called “Uncommon Cents”. Financially, it might not make sense to others, but it makes sense to you and your goal in life. With everything you say and do, are you always try to make sense so people always understand you? Or have…
Do You Have Rules For Investing?
This week the market moved higher from last week’s pullback. With this weekly volatility back and forth, higher and lower, it’s important to establish your set of rules when investing. Looking ahead there are many outcomes that can affect your investments. Here are some examples you can implement so your emotions don’t swing in step…
[Video] Daylight Savings Time Check
It’s that time of year again when we are adjusting the clocks, either springing forward or falling back. We’re more aware of time because of our surroundings. Either it’s still light out longer or getting dark sooner. Time is important. We never seem to have enough. We all have the same 24 hours in a…
Does The Market Affect Your Happiness?
Remember the saying “If momma ain’t happy, ain’t nobody happy”? This seems to resonate closely with investors. If the market ain’t happy, ain’t nobody happy. After a strong first quarter of the market performing higher and coming back from the end of 2018 lows investors were starting to feel more confident. With a few days…
[Video] Does One Size Fit All?
STEPHEN SMALENBERGER, EA ® Hats…I love hats. I have some that are falling apart because I’ve worn them so much. They come in all different shapes, styles, or colors. Some are fitted and some you can fit with the adjustment in the back which says one size fits all. But even though that sounds great…
Is Global Trade Tension Progress Already Priced In?
When investing, people consider what may happen in the future regarding an investment. There are so many things you can think (related to your conviction) about for finally making the investment. Today, an item we need to consider together is whether the global trade tension with China is already priced in. What does it mean…
