Objective Advice You Can Trust
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…
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…
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…
Investment Strategy…using an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…