[Video] It’s Not About The Checklist

[Video] It’s Not About The Checklist MICHELLE SMALENBERGER, CFP® As much as it’s about the checklist, it’s really NOT about the checklist.  We will be talking about this and exploring what that really means.  We’re really talking about moments with money rather than just checking boxes.  Firstly, let’s look at what this list may look like that we…

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A State of Mind When The Market Drops

A State of Mind When The Market Drops How do you typically respond when the stock market drops?  Are you concerned your investment values has dropped or do you see it as an opportunity to buy something at a lower price?  As part of investing your portfolio you need to understand how you feel when…

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Patience In Diversification

Patience In Diversification As you’re saving money over time a natural question will inevitably arise: How do I make my savings grow?  It’s important to assess your risk tolerance in the process. This is a matter of understanding what you’re willing to invest in or not invest in to make your funds grow.  As part…

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[Video] Memorial Day and Memorable Days

[Video] Memorial Day and Memorable Days STEPHEN SMALENBERGER, EA® As we approach Memorial Day I want to stop and think of the those that have served our country and gave their lives for our freedoms.  Their actions have impacted our lives. Just as we remember these people who served, we can recognize many memorable dates…

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