Venice Archives - F5 Financial

Finding A Financial Advisor Even Your Mom Could Trust

By Curt Stowers | June 21, 2024 |

You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…

Making Sure You Can Collect a Paycheck in Retirement

By Curt Stowers | May 17, 2024 |

You’ve spent the last thirty-plus years of your life building a nest egg. You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible. As the last person leaves the room from the retirement party, several…

Quarterly Market Review – First Quarter 2024

By Curt Stowers | April 19, 2024 |

Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).

Boundaries in Life and Finance

By Josh Duncan | March 15, 2024 |

Today the Fearless Advisor discusses how to set boundaries in life & finance—along with root causes for why you may be living boundaryless!

What is the Health of Your Wealth?

By Josh Duncan | January 19, 2024 |

When was the last time you viewed your wealth in the same light as your health? Today we ask this: Is your wealth living up to its fullest potential?

Quarterly Market Review – Fourth Quarter 2023

By Curt Stowers | January 12, 2024 |

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

Inflation vs Volatility

By Josh Duncan | October 27, 2023 |

Stay informed to make informed decisions and discover how market volatility is the real financial challenge. Learn more here.

Quarterly Market Review – Third Quarter 2023

By Curt Stowers | October 6, 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 (July – September 2023).