We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Financial Habits Weave Into So Many Areas Of Our Life [Video]
Finances weave into so many areas of our life, so we need to start early with good financial habits! Think about it. Do you ever go back and think about all of the decisions, or the choices that you’ve made in a day? Let’s just try it. Just so you can truly understand all those choices. And the type, or…
The S&P 500 Hit 3000! What Comes First: Trade, The Fed, Interest Rates, or Yourself?
The S&P 500 hit 3000. Did you miss it this week? After news from Fed Chairman Powell the market rallied slightly to reach a new all-time high. We aren’t certain of whether the Fed will lower rates as the market hopes. Will it be by a full 1% when they do or just half of…
Roth IRA Contributions [Video]
STEPHEN SMALENBERGER, EA ® So no matter what you read, what you listen to, you probably have heard max out your 401K. Put away money into retirement accounts. Max out maybe even your Roth IRA contributions. That’s all good advice, if you take it completely blind. But how many times have we taken advice blind, only to find after the fact that…
Skills That Are Always In Demand [Video]
How often do you daydream in your head a job that you think would be really cool? Or maybe you dreamed about being a professional athlete? And maybe some of you had the skills that you could have done that. But you just missed an opportunity, or didn’t quite make the cut. There are things…
The Peter Principle Explains Our Incompetence [Video]
Do you ever look back and think about the things that helped you get to where you are today? As you move up the ladder within your corporation, or you move from one opportunity to another –even between businesses. How does the Peter Principle teach you to never stop learning — regardless of how high a…
Summer School
Summer School School is out for the year and your summer fun has probably already started! Remember before school ended that the teachers were telling you to keep reading or practicing something over the summer? There are statistics that show how important it is for kids to continue reading every day even during the summer…
Encourage Your Student To Lower The Household Payroll [Video]
Encourage Your Student To Lower The Household Payroll [Video] | I want to share with you, a few ways that you can be encouraging students to continue to find resources and opportunities.
It’s Not Typical: This Recent Financial High
Are you riding this week’s financial high? Remember these second chances we’ve discussed that you’re being given to make any allocation changes necessary to adjust your risk for volatility you don’t like to see. And maybe you’ve seen the past few days of gains the market has continued in. With the market near it’s high,…
[Video] Implementing A [Jerry] Seinfeld Strategy
STEPHEN SMALENBERGER, EA ® Jerry Seinfeld– he’s one of the most successful comedians of all time. Whether you judge him based on his popularity, his critical acclaim, his longstanding sitcom, or just his funny jokes –he always produced. And he produced consistently. It’s documented that a young comedian met him backstage, and simply asked a…
China Trade Festering + How Are Gold Investments Performing?
Over the last several weeks as trade tensions with China have started to fester again, we’ve mentioned that if you don’t like the volatility you should make some changes. Let’s talk about what some of those changes can be (including Gold investments). Ultimately, whatever changes you make will all be specific to your situation. Safer…
[Video] How Do You Communicate?
MICHELLE SMALENBERGER, CFP ® How do you communicate with other people? And better yet, how do you communicate with your financial adviser? Are you in a meeting and you ask a question and then they answer back. This might seem simple, but this process of information going back and forth is communication. Do you share…
Considering the economy today, here’s a “second chance” to change your investments.
As a financial planner in Deer Park, we are constantly tracking how the financial market is running each day. And with the recent market volatility of the market going up and down here is an opportunity to make changes to your portfolio if you didn’t like what you’ve been experiencing. Consider this your “second chance”….
