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!
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”….
[Video] Career Fairs Can Help Your Wallet, Too
MICHELLE SMALENBERGER, CFP ® Could a career fair for your child, actually help your finances? Recently, we were invited to be a part of a career fair and offer some advice to students where they could ask questions of Steve and myself. Being at the event, I remember the feeling of being back in high…
US Economic Indicators Are Strong But China Doubt Lingers
A couple of economic indicators reported this week helped the market to stay strong. Trade discussions with China have kept the market uneasy though. US Weekly Jobless claims fell more than expected. This means that more people are finding jobs! Maybe you have firsthand knowledge of a friend or family member being able to find…
[Video] New 2019 Contribution Limits
STEPHEN SMALENBERGER, EA ® As we step into a new tax year, we’re probably thinking, “How much can I put into certain accounts? I remember what I did in 2018, but has anything changed for 2019?” Let’s talk about that so you can make the most of your tax exceptions towards retirement. 401K/403B For 2019,…
Don’t Do This To Yourself!
It’s On…No, It’s Off…Maybe…It’s Back On, It’s Off Again…this was the story of the week! This week’s investment story was China. How the deal that has been talked about for many months was on and off again over the course of days. Don’t drive yourself crazy! Did this week bring panic or fear after a…
