Objective Advice You Can Trust
Market Volatility: Managing Expectations
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When investing in the stock market, it’s critically important to have appropriate and realistic expectations. Recently the level of market…
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®
We’re at the halfway point in 2023, and the first half has provided solid market returns after a rather tumultuous…
Roth Conversions: Consider Seizing the Opportunity
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The ideal environment to perform Roth IRA Conversions is: (1) when tax rates are low, and (2) when the market…
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…