Skip to content

Investing

[Video] You’re 70 1/2… Now What?

STEPHEN SMALENBERGER, EA Now that you’ve been saving in your retirement account for years, there comes a time where you have to start taking money out.  That’s known as a Required Minimum Distribution (RMD). What is this?  It is a mandatory withdrawal from certain accounts. What accounts are impacted?  Your Traditional IRA, 401(k), 403(b), etc.…

Read More

Friday’s Financial Update 9-15-2017

MICHELLE SMALENBERGER, CFP® During the months of August and September, we’ve seen continued positive performance in the financial markets.  With this higher performance has come an increase in volatility attributed to a variety of reasons which we will dig into. The following chart is extremely helpful for comparing volatility and putting it into perspective.  As…

Read More

Do You Panic About Investment Performance?

We have been attending a conference in Dallas over the past week.  After leaving the hotel, we started hearing that many gas stations throughout the city and suburbs were actually out of gas.  Due to the rising prices caused from the destruction that Hurricane Harvey had on the Houston community and two oil refineries there,…

Read More

What is the market?

MICHELLE SMALENBERGER, CFP® Whether it is on the nightly news, in the newspaper, on various financial radio stations or websites, you hear people talk about the market. Yet, what is the market? The market is simply where stocks, bonds and funds are traded.  Here we refer to a handful of common indexes or benchmarks used to…

Read More