Skip to content

Your Financial Plan

Caution: Speed Bumps Ahead

MICHELLE SMALENBERGER, CFP® Fasten your seatbelts for bumps ahead!  Let’s review some of the main stories driving market activity this week. CORPORATE EARNINGS: Companies have reported strong earnings which have continued to push up stock prices.  Large gains from companies like Boeing, Ford, Verizon, and AT&T, among many others have reaffirmed confidence in their stock.…

Read More

[Video] One Size Fits All

One Size Fits All

MICHELLE SMALENBERGER CFP®  How many things can you think of that are one size fits all? There really aren’t too many. This is true when you’re making financial choices too. I want to talk through a couple of examples of topics that are common questions we get a lot. First let’ talk through saving for…

Read More

[Video] What Is A Diversified Portfolio?

MICHELLE SMALENBERGER CFP®  In many of our Friday Financial Updates, I keep referring to keeping a diversified portfolio strategy, even in light of what’s happening in the markets. So today I want to take some time to really dig in to what that means. What is involved in creating a portfolio, and why being diversified…

Read More