Investment Management
Year-End Portfolio Checkup: 6 Tax-Smart Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByNow is a good time to review your investment portfolio and your overall financial plans and ensure you’re doing all…
A Midyear Portfolio Checkup in 5 Steps
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIf you didn’t any make any panicked trades in the midst of the first-quarter stock market downdraft, give yourself a…
Understanding Market Downturns
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByFor prepared investors, market downturns can represent great opportunity Nearly everywhere you turn, from friends and colleagues to cable news…
10 Facts You Need to Know to Achieve Investment Success
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByYou can implement an ideal investment portfolio, but if you don’t stay invested, your chances of reaching your goals will…
PAUL STAIB EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByPaul Staib, Principal of Staib Financial Planning, LLC, has earned the Retirement Income Certified Professional® (RICP®) professional designation from The…
Year-End Portfolio Checkup: 6 Tax-Smart Tips
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByWith a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…