Investing
[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…
Friday’s Financial Update 7-21-2017
MICHELLE SMALENBERGER, CFP® No news is good news? This is a common phrase you may hear or even tell yourself when you “want” to hear it. Today the market ended down slightly. The news of the day to cause this was the hiring of Anthony Scaramucci as President Trump’s new communications director and the resignation…
Friday’s Financial Update 7-14-2017
MICHELLE SMALENBERGER, CFP® As this week took the market up to new highs, it is important to be reminded of investing disciplines that should be in place for your portfolio. Before quarterly earnings hit full steam, this is a great time to review for anything that should be added or changes that should be made….
Alternatives Are Not Just
Miscellaneous Investments
MICHELLE SMALENBERGER, CFP® With this week’s events we are reminded again that it is important to pay attention to every investment in our portfolio, not just the current winners that are outperforming. The market just absorbed the 4th Fed rate hike announced on Wednesday. We got another quarter point increase in interest rates by the…
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