financial planning Archives - Page 2 of 4

Quarterly Market Review – Second Quarter 2021

By Curt Stowers | July 15, 2021 |

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 Apr. – Jun. 2021.

The Basics of Personal Financial Planning

By Josh Duncan | June 18, 2021 |

How do you best allocate your limited financial resources among unlimited alternatives? Things quickly get complex, so here’s where to simplify!

Quarterly Market Review – First Quarter 2021

By Curt Stowers | April 16, 2021 |

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. 2021.

Quarterly Market Review – Fourth Quarter 2020

By Curt Stowers | January 22, 2021 |

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 Oct. – Dec. 2020. (Includes the 2020 Annual Review!)

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.