Investing
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,…
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…
Friday’s Financial Update 8-18-2017: Investing vs. Gambling
We’ve all seen the news headlines this week of political drama in many forms. The market has been up and down depending on the news of the day. Despite these events, a diversified long-term focused investment plan is still the way to go to weather not only the news but also the market. Thought that…
[Video] Recharacterization…The Roth Conversion “Undo” Button
STEPHEN SMALENBERGER, EA Ever wished you could hit the “undo button” and everything would go back to how it was? Well this does actually exist and in the financial world this is known as a recharacterization. That is a big word that essentially means to unwind or undo a Roth Conversion that was processed at…
Friday’s Financial Update 8-11-2017
What difference do you notice in the pictures below? These two pictures represent the S&P500 Index performance from this past week and of course, an amusement park roller coaster. The path each of these took is the same. So what can we learn and where do we go from here? First, how did the ups…
The Cost of Uncertainty
Michelle Smalenberger, CFP® When investing in a stock, we choose to buy or sell based upon our expectation of what a company’s revenue and profits will be going forward. Continued growth happens because of a good business plan, forward-thinking ideas and a solid grasp of what their customers want. In order for companies to be…
