Financial Friday

Friday’s Financial Update 3-24-2017

March 24, 2017

Written By:  Michelle Smalenberger, CFP® Did this week remind you of political seasons we have experienced over the past several years?  It sure reminds us of times like the initial ACA legislation, Brexit, or more recently the elections.  We have been awaiting results of legislation change with the proposed American Health Care Act and the…

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Financial Friday

Friday’s Financial Update 3-17-2017

March 17, 2017

Written By: Michelle Smalenberger, CFP ® Happy St. Patrick’s Day everyone!  The GREEN we saw in the markets this week seemed mostly attributable to the news on Wednesday from our good luck charm, Janet Yellen! This was the biggest story of the week as the Chair of the Board of Governors of the Federal Reserve…

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What's in your Toolbox?

What’s In Your Toolbox?

March 14, 2017

Written By: Stephen Smalenberger, EA When people think about their portfolio, they often immediately remember the underlying investment holdings like stocks, bonds, mutual funds, ETFs, etc.  What about you?  What comes to mind when the word “portfolio” is mentioned? Often times what they don’t think about are the types of accounts that make up their entire…

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Financial Friday

Friday’s Financial Update 3-10-2017

March 10, 2017

Written By: Michelle Smalenberger, CFP® As we round out another week, we are reminded of the ups and downs that can come with investing.  There were some interesting stories this week that brought about daily changes to how stocks performed.  This highlighted the importance of having a diversified portfolio that is not based on luck…

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Should Financial Lives Be Private?

Should Financial Lives Be Private?

March 9, 2017

Written by: Michelle Smalenberger, CFP® There are a few topics in life that are so personal.  And we often don’t talk about them with others, out in public and especially with family.  These topics include politics, religion and money. Yet, what are we missing out on?  What lessons are we not able to teach and…

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Friday’s Financial Update 3-3-2017

March 3, 2017

Written by: Michelle Smalenberger, CFP® This week has proven to be another exciting week in the financial markets!  As of recently, it seems things have calmed and quieted a bit in the political arena compared to the protesting we grew immune to following the presidential election. After a couple of years of stagnant growth in…

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