Objective Advice You Can Trust
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…
Time In Market
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
A Question of Time No one can predict the market’s biggest gains, so staying invested is your best option. One…
The Importance of Tax-Efficient Investing
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to income, you know that it’s not what you make, but what you keep after taxes that…
2015 Year End Tax Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
If tax time brings you stress, read on. First, take heart that you can act before the end of the…