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Archive for March 2017

Friday’s Financial Update 3-31-2017

Financial Friday

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…

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What’s In Your Toolbox? (Part 2)

What's in your Toolbox?

Written By: Steve Smalenberger, EA 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: Taxable Tax-Deferred Tax-Free Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great…

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Friday’s Financial Update 3-24-2017

Financial Friday

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…

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Friday’s Financial Update 3-17-2017

Financial Friday

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…

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What’s In Your Toolbox?

What's in your Toolbox?

Written By: Stephen Smalenberger, EA When people think about their portfolio, they often immediately remember the underlying investment holdings like stocks, bonds, mutual funds, ETFs, etc.  What about you?  What comes to mind when the word “portfolio” is mentioned? Often times what they don’t think about are the types of accounts that make up their entire…

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