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[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…
How To Talk Basic Investments
How To Talk Basic Investments Do you know the types of investments or accounts you own? Very often we hear people talk about how they’re invested and they don’t really know how to “say” it. Let’s clear the confusion for you! There are a variety of investment vehicles you can invest in. Some of the…
Get Organized: Your Accountant Will Thank You! [Video]
It’s tax return time! Instead of bringing in a box of receipts to give it to your accountant. Let’s talk about an easier way.
Stock Market Headlines Grabbing Your Attention?
Stock Market Headlines Grabbing Your Attention? As we see increased volatility in the market, do you find that news headlines are grabbing your attention? It’s no wonder you’re attention is piqued. Consider the following ways headlines could be written: “1,000 point drop in the Dow” versus “2% drop in the Dow” “Dow travels 20,000 points” …
Leaving a Plan For Those You Love [Video]
Let’s talk about leaving a plan for those people that you love! Let’s discuss the plans you should make in case something happens to you.
A Week Of News Has The Market Fumbling…
A week of news has the market fumbling… This week, there was no shortage of days that caused investors to perk up their interest wondering why. Most of the week saw market declines that likely have investors considering portfolio changes. It was full of sorting through who the real investors are versus the speculators that have…
