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!
Do You Have Rules For Investing?
This week the market moved higher from last week’s pullback. With this weekly volatility back and forth, higher and lower, it’s important to establish your set of rules when investing. Looking ahead there are many outcomes that can affect your investments. Here are some examples you can implement so your emotions don’t swing in step…
[Video] Daylight Savings Time Check
It’s that time of year again when we are adjusting the clocks, either springing forward or falling back. We’re more aware of time because of our surroundings. Either it’s still light out longer or getting dark sooner. Time is important. We never seem to have enough. We all have the same 24 hours in a…
Does The Market Affect Your Happiness?
Remember the saying “If momma ain’t happy, ain’t nobody happy”? This seems to resonate closely with investors. If the market ain’t happy, ain’t nobody happy. After a strong first quarter of the market performing higher and coming back from the end of 2018 lows investors were starting to feel more confident. With a few days…
[Video] Does One Size Fit All?
STEPHEN SMALENBERGER, EA ® Hats…I love hats. I have some that are falling apart because I’ve worn them so much. They come in all different shapes, styles, or colors. Some are fitted and some you can fit with the adjustment in the back which says one size fits all. But even though that sounds great…
Is Global Trade Tension Progress Already Priced In?
When investing, people consider what may happen in the future regarding an investment. There are so many things you can think (related to your conviction) about for finally making the investment. Today, an item we need to consider together is whether the global trade tension with China is already priced in. What does it mean…
Waiting For Fed & Trade Tension Direction
From trade tension to the Fed, the best way to describe this week’s market movement is simply with the word patience. The Fed Slowing Economy We learned from the Fed that they are watching economic data to point toward any interest rate changes or balance sheet changes needed ahead. This is welcome news to investors….
There’s Always A Market Risk
We’ve seen a nice week of markets moving higher which brings some welcome relief from all of the worries we had just a week or two ago. Much of this relief was brought by easing concerns that global tensions with China are getting better. So now that the government shutdown and global tensions are getting…
[Video] Life Insurance: Should I or Shouldn’t I?
STEPHEN SMALENBERGER, EA ® [Video] Life Insurance: Should I or Shouldn’t I? Here are a few questions around life insurance: Should I start, maintain, or stop a life insurance policy? Here are two different situations with different life stages and we will analyze the role of life insurance to help answer these questions! Starting A…
The State Of Your Portfolio
This week was the President’s annual State of the Union address. As of just a couple weeks ago we didn’t know if this address would take place. But the temporary end to the shutdown allowed for that talk to subside. And as a reminder, the looming deadline of February 15th still remains for the next…
Going for the [Financial] Goal
Many people know there’s a big football game ahead this weekend. Are you ready to enjoy it with all the friends and food that may be tradition? Just like you’ll be cheering your team on to go for the goal; you can also treat your investments like you’re going for the goal! To develop your…
[Video] A Financial Win/Loss Record
STEPHEN SMALENBERGER, EA ® I love sports and we are at the end of the football season. Now whether you are cheering for your favorite team or another team. I thought it would be a fun comparison between what teams need to consider and what we need to consider in our lives. No one talks…
Look Back For Change: Investment Appetite
We typically think to look forward when we want to see financial change. But have you ever looked back at the past to see if anything has changed that could affect the future outlook? Let’s consider our thoughts prior to the midterm elections and whether anything has changed that affects our thoughts ahead. Gridlock Prediction…
