Objective Advice You Can Trust
The Bucket Approach to Retirement Allocation
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Achieving your retirement income needs with a diversified portfolio created using a time-based framework Retirees often struggle with determining an…
Retiring in a Down Market
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Pre-retirees and new retirees concerned about today’s markets can take steps to protect themselves. The current market rout has been…
Retirement Risk: Inflation Risk
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Inflation is the tendency of prices to rise and money to lose purchasing power over time. It is often referred…
A Midyear Portfolio Checkup in 5 Steps
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
We’re at the halfway point in 2023, and the first half has provided solid market returns after a rather tumultuous…
Market Volatility: What should I do now?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Stock markets have been choppy lately, pressured by all sorts of concerns – including tighter monetary policy, the impact of…
Panic and Greed: Ineffective Investment Strategies
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If markets are good at one thing, it’s reminding investors that stock prices don’t simply go up, uninterrupted, forever. Markets…