Skip to content

Archive for July 2017

Caution: Speed Bumps Ahead

MICHELLE SMALENBERGER, CFP® Fasten your seatbelts for bumps ahead!  Let’s review some of the main stories driving market activity this week. CORPORATE EARNINGS: Companies have reported strong earnings which have continued to push up stock prices.  Large gains from companies like Boeing, Ford, Verizon, and AT&T, among many others have reaffirmed confidence in their stock.…

Read More

Friday’s Financial Update 7-21-2017

Financial Friday

MICHELLE SMALENBERGER, CFP® No news is good news?  This is a common phrase you may hear or even tell yourself when you “want” to hear it.  Today the market ended down slightly.  The news of the day to cause this was the hiring of Anthony Scaramucci as President Trump’s new communications director and the resignation…

Read More

[Video] How Tax-Deferred Accounts Work

STEPHEN SMALENBERGER, EA There are only three types of accounts: Taxable Tax-Deferred Tax-Free We focused on the Taxable accounts last time.  Let’s jump in now and look at the second, Tax-Deferred. The accounts in this registration category include the following: Traditional IRA Traditional 401(k) Traditional 403(b) Traditional 457 Thrift Savings Plan The movement of money…

Read More

Friday’s Financial Update 7-14-2017

Financial Friday

MICHELLE SMALENBERGER, CFP® As this week took the market up to new highs, it is important to be reminded of investing disciplines that should be in place for your portfolio.  Before quarterly earnings hit full steam, this is a great time to review for anything that should be added or changes that should be made.…

Read More