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!
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…
[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…
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…
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…
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…
