fiduciary Archives - Page 5 of 15

Earning CERTIFIED FINANCIAL PLANNER™ certification—and why it matters!

By F5 Financial | October 28, 2022 |

You know that a CFP™ is highly qualified, but what does it take to become one? Today we dive into the educational and ethical requirements!

Quarterly Market Review – Third Quarter 2022

By Curt Stowers | October 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 July – September 2022.

Bond Basics: The Ins & Outs of the Bond Market Part 3— Risks and Rewards!

By F5 Financial | September 30, 2022 |

Bonds, Risks, Rewards | F5 Financial helps clients create strong investment strategies.

Today we dive into bonds! Learn about the various risks and rewards of bonds, so you can better understand your investments.

Forecasts, Wishes, and Worries

By Curt Stowers | September 23, 2022 |

We are drawn to all three for very different reasons: forecasts, wishes, and worries.

There Will Be Ups and Downs Along The Way – Investing in 12 Pictures

By Curt Stowers | September 2, 2022 |

There Will Be Ups and Downs Along The Way | F5 Financial helps clients create strong investment strategies.

This lesson is the one that most people have the most difficulty with—and “fail” too often. Read on to learn more!

Bond Basics: Understanding the Ins and Outs of the Bond Market, Part 2

By F5 Financial | August 26, 2022 |

Bonds, Bond yield | F5 Financial helps clients create strong investment strategies.

Today we dive into bonds! Learn about the advantages and disadvantages of U.S. Government, municipal, and corporate bonds, so you can better understand your investments.

Over Time, You Will Learn New Things – Investing in 12 Pictures

By Curt Stowers | August 5, 2022 |

Over Time, You Will Learn New Things | F5 Financial helps clients create strong investment strategies.

Both knowledge and behavior play key roles in the investment process. Read on to learn more!

Bond Basics: Understand the Ins and Outs of the Bond Market, Part I

By F5 Financial | July 29, 2022 |

Today we dive into bonds! We explain bond terminology and show you how to calculate yields, so you can better understand your investments.

Quarterly Market Review – Second Quarter 2022

By Curt Stowers | July 22, 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 April – June 2022.