Posts by Michelle Smalenberger, CFP®
Alternatives Are Not Just
Miscellaneous Investments
MICHELLE SMALENBERGER, CFP® With this week’s events we are reminded again that it is important to pay attention to every investment in our portfolio, not just the current winners that are outperforming. The market just absorbed the 4th Fed rate hike announced on Wednesday. We got another quarter point increase in interest rates by the…
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[Video] What is the Purpose of Insurance?
Insurance Part 1
MICHELLE SMALENBERGER, CFP® I’d like to talk about one area of financial planning that seems to be misunderstood. Or maybe there’s just a lack of knowledge about this topic, and that’s insurance. When you’re considering getting any type of insurance, you the insured are looking to transfer the risk to someone else. So really what’s…
Read MoreFriday’s Financial Update 6-9-2017
MICHELLE SMALENBERGER, CFP® A week of distraction can leave you questioning future direction. Let’s sum up this week for what it means to us. Much of this week’s news regarded events that happened later in the week. Thursday we heard the testimony of Ex-FBI Director James Comey, which consumed most of the media. With much…
Read More[Video] One Size Fits All
MICHELLE SMALENBERGER CFP® How many things can you think of that are one size fits all? There really aren’t too many. This is true when you’re making financial choices too. I want to talk through a couple of examples of topics that are common questions we get a lot. First let’ talk through saving for…
Read More[Video] What Is A Diversified Portfolio?
MICHELLE SMALENBERGER CFP® In many of our Friday Financial Updates, I keep referring to keeping a diversified portfolio strategy, even in light of what’s happening in the markets. So today I want to take some time to really dig in to what that means. What is involved in creating a portfolio, and why being diversified…
Read MoreFriday’s Financial Update 5-26-2017
MICHELLE SMALENBERGER, CFP® As we near the end of May the old theory of “Sell in May and Go Away” has been on everyone’s mind. Some may have decided to stick it out and sell at month-end and some may have sold earlier in the month. However, this year may not prove the best to…
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