Friday’s Financial Update 6-30-2017

Financial Friday

MICHELLE SMALENBERGER, CFP® You have likely given more thought to your summer vacation plans this week than to the performance of the financial markets.  That’s because this week has been relatively quiet.   That means the market has left it to our 4th of July celebrations to provide the fireworks instead of any market headlines! Investors…

Read More

Life Insurance Video Series

Type of Insurance

MICHELLE SMALENBERGER, CFP® I’d like to talk about one area of financial planning that seems to be misunderstood. Or maybe there’s just a lack of knowledge about this topic, and that’s insurance. When you’re considering getting any type of insurance, you the insured are looking to transfer the risk to someone else. So really what’s…

Read More

Alternatives Are Not Just
Miscellaneous Investments

Alternatives Performance - 5

MICHELLE SMALENBERGER, CFP® With this week’s events we are reminded again that it is important to pay attention to every investment in our portfolio, not just the current winners that are outperforming. The market just absorbed the 4th Fed rate hike announced on Wednesday.  We got another quarter point increase in interest rates by the…

Read More