Weekly Financial Market Updates

The Equifax Data Breach: What Matters?

September 22, 2017

MICHELLE SMALENBERGER, CFP ® There have been articles informing individuals what to do about the recent data breach.  See this link for what has happened. What we have learned: Signing up for Equifax credit monitoring is not necessarily free like it has been with other company breaches. You can sign up by November 21st for…

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Friday’s Financial Update 9-15-2017

September 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…

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What is the market?

August 25, 2017

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…

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Financial Friday

Friday’s Financial Update 8-18-2017: Investing vs. Gambling

August 18, 2017

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…

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Friday’s Financial Update 8-11-2017

August 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…

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The Cost of Uncertainty

August 4, 2017

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…

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