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[Video] Memorial Day and Memorable Days

[Video] Memorial Day and Memorable Days STEPHEN SMALENBERGER, EA® As we approach Memorial Day I want to stop and think of the those that have served our country and gave their lives for our freedoms.  Their actions have impacted our lives. Just as we remember these people who served, we can recognize many memorable dates…

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Confirmation of Expected Results

Confirmation of Expected Results Now that the Q12018 earnings season is mostly behind us let’s reflect on the results and some recent comments from those who may be closer to the data, than the average investor. Last week did bring a couple days of relief with good market performance.  It did provide a nice change…

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[Video] Mother’s Day Appreciation

Mother’s Day Appreciation STEPHEN & MICHELLE SMALENBERGER, EA® & CFP ® For Mother’s day we wanted to create a special video to show appreciation to our moms and share what we’ve learned from them and what they’ve taught us. Michelle’s Lessons Learned: Two things I can think of are hard work and work ethic.  She…

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Sell in May and Go Away?

Sell in May and Go Away? These past few months have been filled with headlines that have led to volatility we haven’t seen in recent years.  With the volatility and performance of the market to date being less than ideal, you may be considering the old adage, “Sell in May and go away.” Does this…

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[Video] Spring Cleaning – How do you get and stay organized?

Spring Cleaning – How do you get and stay organized? MICHELLE SMALENBERGER, CFP ® It’s spring and we naturally think of spring cleaning!  We’ve been inside most of the winter and you may start to see the piles of stuff climb up the walls.  So, now you’re ready to get rid of some of that…

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What Are Whisper Numbers?

What Are Whisper Numbers? Have you ever heard rumors of a news story before it actually makes the headlines?  Have you ever heard people discussing the possible outcomes of anything before it actually happens?  Like these analogies today’s word we’ll discuss is similar.  A Whisper Number forecasts what investors think will happen before the earnings…

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Your Healthy Financial Future [Video]

  Moments: Our lives are full of them.  Some are big, powerful, defining milestone moments.  Some moments we can plan for, engineer, and maybe even create.  Other moments are surprises and catch us off guard. A lot like raindrops, some are memorable but most are forgettable.  Usually that first raindrop, or the one that hits…

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It’s A Matter Of Time

It’s A Matter Of Time With the market at all-time highs is it still a good time to invest?  Even seasoned investors who are still adding money toward their goals may consider whether the time is right.  This isn’t necessarily just a question for today’s market, but it could be asked any time.  The answer…

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How To Change Your Tax Return Results [Video]

Just filed your tax return? Did you have a refund, owe money, or break even? Read more to change your tax return for next year’s result.

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[Video] Tax Extensions: What You Need To Know

Tax Extensions: What You Need To Know STEPHEN SMALENBERGER, EA® We’re quickly approaching the end of tax season.  If you haven’t filed your return yet, what do you do?  Maybe you’re a last second kind of person or maybe you’re waiting for that last document, like a K-1.  Should you file an extension? What is…

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Market Supply & Demand

Market Supply & Demand Last week we discussed the significance of volume and how that can tell us a variety of things about market activity.  Now let’s discuss what actually makes the market move. Daily, there are articles and news stories telling us why the market is moving the direction it is.  While these do…

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The Significance of Volume

The Significance of Volume Every day when stocks trade on the market there is a measure tracking how many shares are bought and sold.  This measurement is known as volume. Notice below how you can see the volume change each day. Volume is another tool that can help investors understand how and what other investors…

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