investing Archives - Page 2 of 8 - F5 Financial

Maximizing the Tax Advantages of Business Ownership

By Josh Duncan | August 4, 2023 |

Advisor Josh Duncan next to tax papers, a calculator, and pen.

Today the Fearless Advisor discusses maximizing the tax advantages of business ownership. See the video & transcript here.

Quarterly Market Review – Second Quarter 2023

By Curt Stowers | July 21, 2023 |

featured image for Quarterly Market Report Second Quarter 2023

Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (April – June 2023).

Are Stocks Risky?

By Josh Duncan | July 7, 2023 |

Are stocks risky investments? Short-term fluctuations are normal, but is there a risk of capital loss? Read on to learn more about your nest egg’s security!

Quarterly Market Review – First Quarter 2023

By Curt Stowers | April 28, 2023 |

Q1 2023

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 January – March 2023.

Quarterly Market Review – Fourth Quarter 2022

By Curt Stowers | January 13, 2023 |

Quarterly Market Review – Fourth Quarter 2022 | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

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 October – December 2022.

Is it Time to Hire a Financial Advisor?

By Curt Stowers | December 7, 2022 |

Do you need a financial advisor? In this article, Financial Advisor Curt Stowers provides a breakdown of when it’s time for you to consider hiring one. Read it here.

Asset Allocation is Key To Investing – Investing in 12 Pictures

By Curt Stowers | December 2, 2022 |

Asset Allocation is Key To Investing. | F5 Financial helps clients create strong investment strategies.

Asset allocation means spreading out your investments among various asset classes. Read on to learn how this applies to you!

Diversification – Investing in 12 Pictures

By Curt Stowers | November 11, 2022 |

Diversification | F5 Financial helps clients create strong investment strategies

Building and implementing diversified portfolios has worked exceptionally well for disciplined investors. Read on to learn more!

Quarterly Market Review – Third Quarter 2022

By Curt Stowers | October 14, 2022 |

Quarterly Market Review – Third Quarter 2022 | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

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.

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!