Archive for November 2018
More Questions Than Answers
Do you ever go through seasons where you have more questions than answers? And when you get one answer you feel like it just creates even more questions? This is how I would describe the news of the week and the market movement that followed. Consider in our recent blog posts where we have discussed…
Read MoreThis Year’s Charles Schwab Conference [Long Version]
I’m writing to you as I fly home fresh from Schwab’s annual conference held in our nation’s capital, Washington D.C. There couldn’t have been a better place for this year’s conference as we anticipate next week’s mid-term elections and recent market volatility. To summarize my experience at the conference it is this: my humbling respect…
Read More[Video] A Thanksgiving Greeting
STEPHEN & MICHELLE SMALENBERGER, CFP ® Happy Thanksgiving 🦃 from Michelle and Steve! Were there big changes in your life this year? Let’s sit back and reflect on all to be thankful for this holiday!
Read MoreRemember To Keep A Thankful Perspective
We talk a lot about keeping a long term perspective. But what about keeping a thankful perspective? Just like the long term perspective keeps us from making short term investing decisions, a thankful perspective can too. Many of you haven’t forgotten the financial crisis of 2007-2009. However, have you forgotten how the market has performed…
Read MoreThe Election Brought Clarity, But Is It All Good News For Investors?
In the days following Tuesday’s election we have seen the market move higher. It has been regaining the momentum lost over the month of October. Tuesday’s election results have brought clarity for the months ahead. Remember, the market does not like uncertainty so with the elections behind us is it all good news? The Republicans…
Read More[Video] Understanding Stock Gifts
MICHELLE SMALENBERGER, CFP ® Let’s take some time to talk about the behind-the-scenes of stock gifts. This is when you are giving stock you own to charities or not-for-profit organizations. That’s exactly what is happening you give them shares of stock because you want to give them money. One benefit to you is that you…
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