Posts by Michelle Smalenberger, CFP®
Friday’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…
Read MoreFriday’s Financial Update 5-19-2017
MICHELLE SMALENBERGER, CFP® Early in the week we saw continued growth in U.S. stocks even amidst news reports from the prior weekend that started getting louder regarding political turmoil. The biggest story for the week was Wednesday with a pull back like we haven’t seen in a while. This did create a buying opportunity that…
Read MoreEstate Planning Documents: What are they?
Michelle Smalenberger, CFP® Do not hesitate to have your estate plan created! Your family is depending on it. Even a single individual or married couple with no children or assets should have an estate plan so they choose who will make their healthcare and financial decisions. Will: A legal document that allows your assets to…
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