Finance Archives - Page 15 of 37

Quarterly Market Review – Fourth Quarter 2021

By Curt Stowers | January 14, 2022 |

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct. – Dec. 2021.

Do I Need Musical Instrument Insurance?

By Josh Duncan | January 7, 2022 |

Today we discuss how to decide if the musician in your family needs musical instrument insurance. Watch (or read) to find out more!

Quantifying the Value of Financial Planning Advice

By Curt Stowers | January 4, 2022 |

It’s possible to quantify the value your financial planner provides by examining the economic & real-world impact they deliver. Read here for our guide on quantifying your advisor’s value.

Charitable Giving, Part 2 – Advanced Strategies

By F5 Financial | December 31, 2021 |

charitable, giving | F5 Financial helps clients create strong investment strategies.

Today we dive into a few advanced strategies for charitable giving—and the tax implications for each. Read on to find out more!

Why Peaks Aren’t Cliffs (in the Stock Market)

By Curt Stowers | December 24, 2021 |

stock market, Investing | F5 Financial helps clients create strong investment strategies.

The stock market is nearing another all-time high. Does that mean we are headed for a fall? Unlikely. Read on to find out why not!

Is a Health Plan with an HSA Right for Me?

By Josh Duncan | December 17, 2021 |

Today we discuss what to consider when deciding if a health plan with an HSA is a viable option for you. Watch (or read) to find out more!

How does a financial advisor get paid?

By Josh Duncan | December 3, 2021 |

Today we dive into the 3 common fee structures that financial advisors use. Here we clarify commission-based, fee-only, and fee-based methods—so you can choose wisely.

Charitable Giving – How Tax Benefits Vary

By F5 Financial | November 26, 2021 |

Considering charitiable giving? | F5 Financial helps clients evaluate tax implications.

Today we dive into the most common types of charitable giving—and the tax implications for each. Read on to find out more!

Environmental, Social, and Governance (ESG) Investing

By Curt Stowers | November 19, 2021 |

ESG Investing | F5 Financial helps clients create strong investment strategies.

ESG investing is gaining followers. This week we highlight what Environmental, Social, and Governance (ESG) investing entails.

When Should I Hire a Financial Advisor?

By Josh Duncan | November 12, 2021 |

Does my situation call for a financial advisor? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Do you have one of the 3 situations that call for a financial advisor (financial complexity, an unexpected major financial change—or planning for one)? Learn more here!

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