Newsletters
Quarterly Market Review – Second Quarter 2020
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 April – June 2020.
Read MoreIs Bigger Better? Looking at the Current Market Giants
Is bigger better? Let’s take a look at current market giants (Amazon, etc.). Think the market is different than ever before? Read on to hear our perspective.
Read MoreProperty and Casualty Insurance – What You Need to Know
Today we explain the various components of property and casualty (P&C) insurance, so that you can adjust your coverage and enjoy peace of mind.
Read MoreF5 Financial announces our new Venice, FL office!
We’re excited to announce the opening of our new office on the coast in Venice, Florida! This location is led by Josh Duncan, a fee-only fiduciary financial advisor and partner at F5 Financial.
Read MoreDelta’s Volunteer Departure Program – What You Need to Know
Several large companies, like Delta Airlines, are offering Volunteer Departure Programs. What should YOU do if asked to voluntarily furlough or retire early? Read on to hear our perspective.
Read MoreF5 Financial Announces the Addition of Bob Anderberg
We are very pleased to announce the addition of Bob Anderberg as our new operations support analyst.
Read MoreThe Bumpy Road to the Stock Market’s Long-Term Average
When you decide to invest in equities markets, you need to understand their behavior and set your expectations accordingly. The Market is NEVER Average!
Read MoreThink Long-Term—Don’t Let a Recession Faze You
Don’t let a recession faze you! Read on to learn my thoughts on this topic—supported by a century of data.
Read MoreThe Hardest Thing to Do: Sticking to Principles
Want to do better than most investors? Then stick to the plan!
Read MoreQuarterly Market Review – First Quarter 2020
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 January – March 2020.
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