Investment Management

Categories

Market Volatility: Managing Expectations

January 24, 2022 • Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®

When investing in the stock market, it’s critically important to have appropriate and realistic expectations.  Recently the level of market…

Read More

Year-End Portfolio Checkup: 6 Tax-Smart Tips

October 20, 2020 • Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®

Now is a good time to review your investment portfolio and your overall financial plans and ensure you’re doing all…

Read More

A Midyear Portfolio Checkup in 5 Steps

July 13, 2020 • Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®

If you didn’t any make any panicked trades in the midst of the first-quarter stock market downdraft, give yourself a…

Read More

Understanding Market Downturns

March 6, 2020 • Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®

For prepared investors, market downturns can represent great opportunity Nearly everywhere you turn, from friends and colleagues to cable news…

Read More

10 Facts You Need to Know to Achieve Investment Success

February 7, 2020 • Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®

You can implement an ideal investment portfolio, but if you don’t stay invested, your chances of reaching your goals will…

Read More

PAUL STAIB EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION

October 29, 2019 • Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®

Paul Staib, Principal of Staib Financial Planning, LLC, has earned the Retirement Income Certified Professional® (RICP®) professional designation from The…

Read More