Investment Management

Year-End Portfolio Checkup: 6 Tax-Smart Tips

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

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A Midyear Portfolio Checkup in 5 Steps

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

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Understanding Market Downturns

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

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10 Facts You Need to Know to Achieve Investment Success

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

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

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

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Year-End Portfolio Checkup: 6 Tax-Smart Tips

With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…

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