Archive for June 2018
Be Careful Of Financial Short Cuts
Be Careful Of Financial Short Cuts At various times in your life you may remember when you tried to find a short-cut. And if you decided to take that short-cut did it help you in the long run to achieve the goals you were hoping for? Your finances and investing short-cuts are no different. You…
Read More[Video] What To Do When You Receive An Inheritance
[Video] What To Do When You Receive An Inheritance MICHELLE SMALENBERGER, CFP ® Have you received an inheritance and need to understand the steps to take or what to do? One of my favorite stories of a client who inherited funds from a loved one was all about the history of the person who left…
Read MoreDon’t Get Caught in the War of Words
Don’t Get Caught in the War of Words This week we have seen the trade talks now move to a new stage. Moving from mere words to actual follow-through of them have many considering what action to take. We want to caution you not to get caught in the middle of this war of words.…
Read MoreDo Investors Have To Keep Up With The News?
Do Investors Have To Keep Up With The News? As an investor do you have to keep up with the news? The answer really lies in how often you look at your accounts. We’ll give you a couple of examples and you can decide how up to date you need to stay in order to…
Read More[Video] Happy Father’s Day
[Video] Happy Father’s Day STEPHEN & MICHELLE SMALENBERGER, EA & CFP® We wanted to share some things we learned from our dads on Father’s Day! Steve: I can remember a time when my parents dropped me off for camp and my dad saying, “If you want friends you have to be a friend.” My dad…
Read MoreSummer’s Economic Progress Report
Summer’s Economic Progress Report School’s out for a summer break, but that doesn’t mean the markets will take a break! In fact, we were encouraging you a few weeks ago to skip the “Sell In May And Go Away” investing theory that believes summer is quiet with nothing to gain by staying invested. This week…
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