fiduciary Archives - Page 6 of 14

The Stock Market is Never Average

By Curt Stowers | May 13, 2022 |

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

Everyone wants to know what the market returns on average. The answer is this: it does NOT return the average! Read on to learn what to expect.

You Need To Focus on What You Can Control

By Curt Stowers | May 6, 2022 |

Investing - what you can control | F5 Financial helps clients create strong investment strategies.

In investing, you should ONLY be focusing on the 6 things that both matter and that you can control. Read on to learn more!

All About Mutual Funds! (vs. Exchange-Traded Funds or ETFs)

By F5 Financial | April 29, 2022 |

F5 Financial helps clients create strong retirement planning strategies.

Today we dive into mutual funds! We clarify 5 advantages and 3 drawbacks, so that you can better understand your retirement accounts.

A Step-By-Step Plan to Reach your 2022 Financial Goals

By Curt Stowers | April 27, 2022 |

It’s not too late to get your finances on track for 2022. In this article, Curt Stowers discusses how to reach your financial goals by the end of the year. Read more here.

Quarterly Market Review – First Quarter 2022

By Curt Stowers | April 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 Jan. – Mar. 2022.

Are You Ready to Take the Pill?

By Curt Stowers | April 8, 2022 |

Financial Health Cycle, FHC, Curt Stowers, F5 Financial

Failing to plan is planning to fail. Are you ready and willing to take your medicine? Read on to learn the 8 steps needed to build your financial plan!

You Have to Start with a Goal – Investing in 12 Pictures

By Curt Stowers | April 1, 2022 |

But what is your GOAL for investing? Investing is not a goal in and of itself! Read on to learn how Stephen Covey’s advice applies.

Capital Gains Tax: Think Creatively When Selling an Investment Property!

By F5 Financial | March 25, 2022 |

F5 Financial helps clients create strong tax planning strategies.

Today we dive into investment properties—and demystify the 1031 exchange, which can protect you from huge capital-gains tax bills!

Angel Investing in a Local Business – Is it Worth it?

By Curt Stowers | March 18, 2022 |

Interested in angel investing in a local small business? Then you need a strategy. In this article, Curt Stowers discusses what to know before angel investing in a local business. Read here.