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Archive for May 2017

Friday’s Financial Update 5-26-2017

Financial Friday

MICHELLE SMALENBERGER, CFP® As we near the end of May the old theory of “Sell in May and Go Away” has been on everyone’s mind.  Some may have decided to stick it out and sell at month-end and some may have sold earlier in the month.  However, this year may not prove the best to…

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Friday’s Financial Update 5-19-2017

Financial Friday

MICHELLE SMALENBERGER, CFP® Early in the week we saw continued growth in U.S. stocks even amidst news reports from the prior weekend that started getting louder regarding political turmoil.  The biggest story for the week was Wednesday with a pull back like we haven’t seen in a while.  This did create a buying opportunity that…

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Estate Planning Documents: What are they?

Estate Planning Document

Michelle Smalenberger, CFP® Do not hesitate to have your estate plan created!  Your family is depending on it.  Even a single individual or married couple with no children or assets should have an estate plan so they choose who will make their healthcare and financial decisions. Will:  A legal document that allows your assets to…

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