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!
[Video] Spending Money
Studio Chat: Advisor’s Take On Spending Money STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® Spending can be a really hard area especially when you’re taking two lives and making them one. Something we found helpful was using a software, tracking it, and viewing it periodically. This was helpful because there are going to be times…
You Must Be “This” Tall To Ride The Market…
You must be “this” tall to ride the market… Do you remember being too short to go on an amusement park ride? The ride you were about to enter was likely full of large roller coaster ups and downs and only those over a certain height and age could stomach it. Like that ride’s caution…
[Video] College Savings
Studio Chat: Advisor’s Take On College Savings STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® One of the areas you want to discuss once you have children is whether to save or fund your children’s college education. Do you want to fund all of it, some of it, none of it? In planning for the day…
What Types Of News Affects Market Performance?
What types of news affects market performance? Have you ever thought about all the news you hear day in and day out, good or bad? Now do you ever wonder of all that news, what actually affects the market’s performance? Any one of these news categories itself may not make a large impact, but paired…
[Video] Life Insurance
Studio Chat: Life Insurance STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® We want to talk through some thoughts regarding life insurance that we personally discussed when choosing what was best for us. Please watch these other videos that explain the what, why, how much, and types of life insurance that makes sense. Comfort Level &…
Proving Confidence In The Days Ahead
Proving Confidence In The Days Ahead The new year has started with quite a spring in its step! The first trading days have seen stock prices moving higher each day. With these moves we can all appreciate the gains for our investments, but in the back of our minds we are asking if this can…
DIY vs. Hiring Professionals [Video]
We all work with different types of professionals whether it be an accountant, attorney, or insurance agent for some examples. You’ve likely considered using them in your life. With all of these professionals to choose from there’s been one thing that we’ve talked about as we too have had to decide should we hire someone to help us do something.
Reset for the New Year
Reset for the New Year Like every other January 1st, we find ourselves looking back over the past year and looking forward to the new year. As is common, we find ourselves pledging to get back to healthy habits and start afresh. A new year offers the ability to turn the calendar and set a…
Now What? New Year’s Lower Taxes
Now What? New Year’s Lower Taxes Now that Christmas has come and gone everyone is left thinking ahead to the New Year finances in 2018. What will the new year bring? What changes do you anticipate making? These same questions can be asked of the markets and how to view the days ahead. To Itemize…
Gifts From Santa Claus For The Market?
Gifts from Santa Claus for the market? You’ve no doubt seen the market rise this year, but did you know there is a specific rally that typically happens in late-December? A Santa Claus rally is a rise in stock prices in the month of December, generally seen over the final week of trading prior to…
[Video] Merry Christmas!
STEPHEN SMALENBERGER, EA Think of a special gift you’ve gotten for Christmas? One that we like to give is shared experiences. Think of a Disney on Ice, going on a ski trip with your family, dinner, movie, or concert tickets. All of these are really special because it shows that you’ve thought of someone else…
[Video] Donating Appreciated Stock
STEPHEN SMALENBERGER, EA Maybe you’re considering a way to support a not-for-profit organization that you believe in. Here’s a way to do just that with something that you already own… appreciated stock. What is appreciated stock? It is an investment that has grown since you bought it. Let’s use an example and use some number…
