Archive for January 2019
Going for the [Financial] Goal
Going for the [Financial] Goal Many people know there’s a big football game ahead this weekend. Are you ready to enjoy it with all the friends and food that may be tradition? Just like you’ll be cheering your team on to go for the goal; you can also treat your investments like you’re going for…
Read More[Video] A Financial Win/Loss Record
[Video] A Financial Win/Loss Record STEPHEN SMALENBERGER, EA ® I love sports and we are at the end of the football season. Now whether you are cheering for your favorite team or another team. I thought it would be a fun comparison between what teams need to consider and what we need to consider in…
Read MoreLook Back For Change: Investment Appetite
Look Back For Change: Investment Appetite We typically think to look forward when we want to see financial change. But have you ever looked back at the past to see if anything has changed that could affect the future outlook? Let’s consider our thoughts prior to the midterm elections and whether anything has changed that…
Read More[Video] Financial Timing Is (Almost) Everything
MICHELLE SMALENBERGER, CFP ® [Video] Financial Timing Is (Almost) Everything Timing is everything! Well maybe in this situation timing isn’t everything; but it IS really important. What I’m talking about is that as you go through life there are things happening with your finances at each stage. Some obvious instances where timing really does matter…
Read MoreRelief from Investment Worry: Recession, Trade, Q4
Relief from Investment Worry During the midst of the past few months a question we’ve asked is “How did you feel during the volatility of the past few months?” Were you concerned that it would affect your overall plan and started to worry? Were you reminded that the market doesn’t always move higher but has…
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