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Remember 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…
The 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…
[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…
How do product trends affect your investments?
With the past six weeks of market volatility we understand it’s been discouraging to see the effect of this market pullback. And there has been an encouraging bright spot this week! During the week we have seen the market try to make positive moves, only to move lower. But even those brief moments higher are…
[Video] Small Business Retirement Plan Options: 401(k)
STEPHEN SMALENBERGER, EA ® We have already talked about setting up a retirement plan for a company that’s not incorporated. What if your company is incorporated? What options are available now with a 401(k) and what’s different? With an S-Corp you’re required to pay yourself a reasonable salary. This just means that out of your…
Can Markets Correct Themselves?
Much of the current market pullback over the past few weeks has been instigated by talks of higher interest rates. Fear that higher interest rates will push us into a recession has kept investors concerned. There are analysts who oppose the Fed continuing to raise interest rates when it could hurt the economy by raising…
Positive Earnings Lead The Market Higher
This week had a full calendar of corporate earnings reported. Let’s review these results to consider what to expect in the weeks ahead. Bank of America: 6.45% Positive Surprise Netflix: 30.88% Positive Surprise Abbott: In Line with Expectations PayPal: Positive Honeywell: Positive Schlumberger: Positive The majority of corporate earnings have been strong which has brought…
High Momentum to JUST Growth?
This week brought a pullback in the market like we haven’t seen in a while. The past two years has really brought strong market returns that many investors have enjoyed. So after a few days where the market has moved lower, analysts start to ask “why?” and how long will this continue? What we have…
Digesting The Weekly News
Why does the market continue moving higher when the news we read seems to only provide reasons it shouldn’t be? Let’s review a few news pieces we’ve seen this week to understand how they apply to your portfolio. More people employed and higher wages helps the stock market? We continue to see a rise in…
[Video] Stepping Back to Move Forward
MICHELLE SMALENBERGER, CFA ® This summer our daughter started swimming lessons outside again and we were reminded of the progress she had made the year before. The first week into her second year we noticed it was a little bit tough and she was starting to doubt herself. We just realized that sometimes you make…
A Short-Term Change for the Mid Term?
We talk a lot about how to maintain a long-term view of your investment portfolio. But, there are times that a short-term view may be appropriate for anticipated changes in your life. One contributing factor to consider is the upcoming mid-term elections. Leading up to these elections you’ve likely heard there is a chance that…
Why Income And Expenses Matter
Do you consider yourself a savvy shopper trying to find a discount? Or do you research something fully in order to find the product with the best quality and consider the higher cost worth it? Just like the above thoughts for buying a product, these things should be considered when you are choosing investments. Let’s…
