Investment Management
Determining a Realistic Withdrawal Amount and Asset Allocation
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByMost people look forward to retirement, but it can be one of the most complicated stages of life from a…
Market Volatility: What should I do now?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByStock markets have been choppy lately, pressured by all sorts of concerns – including tighter monetary policy, the impact of…
Panic and Greed: Ineffective Investment Strategies
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByIf markets are good at one thing, it’s reminding investors that stock prices don’t simply go up, uninterrupted, forever. Markets…
Tax Prep: 6 Ways to Get a Head Start on Tax Season
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByTax filing season may be months away, but it’s never too early to get organized. Consider taking these simple steps…
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…
Are You on Track for Retirement?
Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
• Written ByAs a financial planner, I receive questions on a daily basis regarding individual’s finances. While every question is different, ultimately…