financial advisor Archives - Page 14 of 17

To Roth or not to Roth, that is the question!

By F5 Financial | October 30, 2020 |

Mountain climber contemplates: To Roth or Not to Roth?

Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!

Quarterly Market Review – Third Quarter 2020

By Curt Stowers | October 16, 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 July – September 2020.

Watch Out for Tax Torpedoes when Collecting Retirement Income

By F5 Financial | September 18, 2020 |

The Tax Torpedo is a special animal that the pre-retiree does not encounter. What is it, and how do you avoid it? Read on to find out!

Dollar Cost Averaging vs Lump Sum Investing

By Curt Stowers | September 11, 2020 |

Comparing dollar cost averaging an lump sum investing

Dollar-cost averaging is an outstanding strategy to use when investing over time. However, the data suggests lump-sum investing may be a better option when dealing with large cash inflows.

Finance – Recessions and Fear

By Curt Stowers | August 28, 2020 |

US Market Research showing recession periods

The economy is slowing down, and the “R” word is starting to pop up. How bad can things get? Let’s take a look and see.

Why Stocks Don’t Matter

By Curt Stowers | August 7, 2020 |

Well stocks DO matter in investing, but not as much as other things. Read on to better understand.

Thoughts on Paying Off Your Mortgage

By Curt Stowers | July 31, 2020 |

Deciding if you should pay off your mortgage

I don’t know anyone who regrets paying off their mortgage. Let’s go through the 4 stages of doing so . . .

Quarterly Market Review – Second Quarter 2020

By Curt Stowers | July 17, 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.

Is Bigger Better? Looking at the Current Market Giants

By Curt Stowers | July 10, 2020 |

Market giants seem to always go up, but let's take a closer look

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.