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Investment Management
Year-End Portfolio Checkup: 6 Tax-Smart Tips
• 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…
A Midyear Portfolio Checkup in 5 Steps
• 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…
Understanding Market Downturns
• 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…
10 Facts You Need to Know to Achieve Investment Success
• 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…
PAUL STAIB EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION
• 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…
Year-End Portfolio Checkup: 6 Tax-Smart Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…