Archive for July 2018
What Is Impacting Today’s Market?
Over the past months we have explained how it’s important to stick to your overall financial plan rather than risking quick moves to capture every gain possible. But let’s dig into factors that have brought volatility to today’s market from low unemployment, business growth, to inflation. Businesses Strive For Constant Growth Even in a stable…
Read MoreCelebrate Little Financial Milestones Along the Way
As corporate earnings start to roll in this week, we wanted to take a moment to remind you to celebrate the little financial milestones along the way. Do you ever find yourself generally unhappy? Unhappy with your investment performance, financial situation or progress towards goals. Your accounts may all be up yet you still find…
Read More[Video] How Much To Save For College?
MICHELLE SMALENBERGER, CFP ® Now that you have a child or grandchild you may want to help them plan for college. When they’re young we have time to plan ahead. We are going to look at a few different options to show the difference between college choices. This will give you some idea to begin…
Read MoreWhen You Feel Market Uncertainty, Look At The Facts
There are times when investors don’t feel very confident because of market uncertainty looming in the air. The past month has been a good example of market uncertainty. So what should you do when these times come? Look at the facts to gain understanding for what is expected ahead. The following list helps us keep…
Read MoreCollege Funding Overview [Video]
College funding is a topic we get asked about a lot for two reasons: the importance of the decision and the magnitude of it, or the money involved. You, as a parent, should think through the values you want to pass down to your kids. Do you want them to focus on school and their…
Read MoreBuying Quality: A Good Company vs. A Good Stock
Buying Quality: A Good Company vs. A Good Stock We’ve talked about buying quality holdings to hold for the long-term. Especially during a market like we are currently seeing with the war of words and talk of tariffs on additional products. We discussed the importance of buying quality stocks in our post about financial shortcuts…
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