Archive for March 2018
[Video] Don’t Be “FOOLED” That Retirement Will Solve Everything!
Don’t Be “FOOLED” That Retirement Will Solve Everything! STEPHEN SMALENBERGER, EA® Have you ever played a prank on someone hoping to fool them? One area you don’t want to be fooled on is your retirement. There are a lot of good questions we hear often. How old are you? How much do you have saved?…
Read MoreStay the Course
Stay the Course The last five days we have experienced a large amount of volatility. You can see from the above chart how the markets have really taken our portfolios for a ride. Remember back in August of 2017 we posted about how the market can feel like a roller coaster? This is an appropriate…
Read MoreMarch Madness In The Markets
March Madness In The Markets This time of year brings out the pride and fan loyalty of our beloved Alma Mater’s basketball teams. Do you find your emotions on a roller coaster as you cheer on your team amid the various surprising upsets or rising Cinderella team? This is a pretty close analogy to what…
Read MoreDoes the speed of news availability affect your investment return?
Does the speed of news availability affect your investment return? With the recent market volatility investing with a buy and hold mindset may have gained some merit related to your investment return. The only way you will ever know if an investment decision (buy, sell, hold) was a good one is by looking back. When…
Read MoreThe end of an economic expansion AND a bull market?
The end of an economic expansion AND a bull market? Is it possible to be at the end of an economic expansion and the end of a bull market? What do both of these things mean? Please follow along as we answer this question. What is an economic cycle? The economic cycle is the natural…
Read More[Video] Net Worth vs. Self Worth
Net Worth vs. Self Worth STEVE SMALENBERGER, EA® We use benchmarks in all different areas of our lives: A carpenter uses a measuring tape. A student uses a GPA. A coach uses a win-loss record. In our financial life we use a measurement too. The measurement is known as net worth. But, is net worth…
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