financial advisor Archives - Page 7 of 17

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 |

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

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.

What Are the Three Big Distractions Keeping Me From Success?

By Josh Duncan | July 15, 2022 |

The Fearless Advisor! Three Big Distractions Keeping Me from Success? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Jesus cautioned us about 3 distractions: cares of the world, deceitfulness of riches, and desires for other things. Tune in to learn how to stay focused on true success!

It’s NOT a Plan—It’s a Process! (Investing in 12 Pictures)

By Curt Stowers | July 1, 2022 |

It Is NOT a Plan—it Is a Process! | F5 Financial helps clients create strong investment strategies.

Investing done right is part of a comprehensive, iterative, financial planning process. Read on to learn more!

Taxes: How Low Can You Go? (A Primer on Tax Deductions)

By F5 Financial | June 24, 2022 |

Taxes, Tax deductions| F5 Financial helps clients create strong tax strategies.

Today we dive into tax deductions! We clarify and compare above-the-line vs. below-the-line deductions, so you can lower your tax bill.

What do I do when a loved one passes away?

By Josh Duncan | June 17, 2022 |

Today I cover the steps to take when a loved one passes away, including who to contact and how to obtain the legal documents you will need.

Why Market Timing is NOT a Good Idea

By Curt Stowers | June 10, 2022 |

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

With the market down, lots of folks are wondering about “timing.” Read on to find out why this is NOT a good idea.

The Best Solutions Are Simple – Investing in 12 Pictures

By Curt Stowers | June 3, 2022 |

Investing - The Best Solutions Are Simple | F5 Financial helps clients create strong investment strategies.

Successful investors have a clear goal in mind, develop an elegantly simple strategy, and have the discipline to stay the course. Read on to learn more!