Skip to content

Archive for March 2017

Friday’s Financial Update 3-10-2017

Financial Friday

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…

Read More

Should Financial Lives Be Private?

Should Financial Lives Be Private?

Written by: Michelle Smalenberger, CFP® There are a few topics in life that are so personal.  And we often don’t talk about them with others, out in public and especially with family.  These topics include politics, religion and money. Yet, what are we missing out on?  What lessons are we not able to teach and…

Read More

Friday’s Financial Update 3-3-2017

Written by: Michelle Smalenberger, CFP® This week has proven to be another exciting week in the financial markets!  As of recently, it seems things have calmed and quieted a bit in the political arena compared to the protesting we grew immune to following the presidential election. After a couple of years of stagnant growth in…

Read More

Can I Change My Tax Outcome After Year-End?

Written by: Stephen Smalenberger, EA It’s that time of year again that is affectionately referred to as “Tax Season.” Whether you are scheduling a time with your CPA or firing up a tax software on your computer, you may be wondering what results you’ll find when the return is complete.  Will you have a refund…

Read More