Objective Advice You Can Trust
New Year’s Financial Resolutions: Get Your Finances in Shape
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Many people make resolutions on New Year’s Day. But no matter what your resolutions are, the key isn’t making the list, it’s…
5 Financial Must-Dos Before Year-End
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
While you’re often exhorted to optimize every aspect of your financial life at the end of each calendar year, you…
Simplicity – Quotes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar…
A 5-Step Mid-Year Investment Portfolio Checkup
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Investors looking through their portfolios today may feel a little like homeowners scouting around their yards after a major storm….
3 Portfolio Checkup Traps to Avoid
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here are a few common traps to avoid as you perform a periodic portfolio review. Trap 1 – Focusing on…
Market Volatility – What Investors Should Know
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Points Markets have been unusually volatile so far in 2016, with plunging oil prices, slowing growth in China, steep…