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!
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…
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.
[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…
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…
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…
[Video] Don’t Be “FOOLED” That Retirement Will Solve Everything!
Don’t Be “FOOLED” That Retirement Will Solve Everything! STEPHEN SMALENBERGER, EA® Have you ever played a prank on someone hoping to fool them? One area you don’t want to be fooled on is your retirement. There are a lot of good questions we hear often. How old are you? How much do you have saved?…
Stay the Course
Stay the Course The last five days we have experienced a large amount of volatility. You can see from the above chart how the markets have really taken our portfolios for a ride. Remember back in August of 2017 we posted about how the market can feel like a roller coaster? This is an appropriate…
March Madness In The Markets
March Madness In The Markets This time of year brings out the pride and fan loyalty of our beloved Alma Mater’s basketball teams. Do you find your emotions on a roller coaster as you cheer on your team amid the various surprising upsets or rising Cinderella team? This is a pretty close analogy to what…
Does the speed of news availability affect your investment return?
Does the speed of news availability affect your investment return? With the recent market volatility investing with a buy and hold mindset may have gained some merit related to your investment return. The only way you will ever know if an investment decision (buy, sell, hold) was a good one is by looking back. When…
The end of an economic expansion AND a bull market?
The end of an economic expansion AND a bull market? Is it possible to be at the end of an economic expansion and the end of a bull market? What do both of these things mean? Please follow along as we answer this question. What is an economic cycle? The economic cycle is the natural…
[Video] Net Worth vs. Self Worth
Net Worth vs. Self Worth STEVE SMALENBERGER, EA® We use benchmarks in all different areas of our lives: A carpenter uses a measuring tape. A student uses a GPA. A coach uses a win-loss record. In our financial life we use a measurement too. The measurement is known as net worth. But, is net worth…
Are bonds always worth holding?
Are bonds always worth holding? The market is beginning to digest the news of yesterday’s steel and aluminum tariff talk. There are a variety of factors to consider both short and long term, domestically, and globally regarding whether tariffs are a good choice at this time, which we’ll save for another day. It seems initially…
