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Financial Planning

How to Weather a Market Downturn

Long-term investors will experience a number of market downturns over the course of their lives, which can be triggered by everything from natural disasters to political turmoil. So, if you’re investing for retirement or another long-term financial goal, you need to know how to weather a market correction without being thrown off track. Assess what…

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Why Investors Should Avoid Overconcentration

A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation package or they may have bought shares of a single company, hoping to choose a big winner. However, it’s unlikely that a single stock will outperform the market as a…

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Lessons from the FIRE Movement

FIRE, which means Financial Independence / Retire Early, is an investment practice and lifestyle that focuses on saving aggressively and spending frugally. While the movement has been around since the 90’s, it has gained more exposure recently as the financial fallout from COVID-19 has more people considering what financial independence and freedom mean. FIRE adherents…

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SFG News

Local Financial Advisor Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Phoenix, AZ – May 31, 2022 – Calvin Goetz, Founder & President of Strategy…

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Negotiating Workplace Benefits

It’s a job seeker’s market. The Great Resignation, which began in April 2021, has seen many leave their jobs by the millions, often in search of greener pastures. It has also produced a labor crunch, often leaving employers desperate to fill positions across industries. If you’re competent, reliable, and easy to work with, then you’re…

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Considering Restricted Stock Units As A Business Owner

Looking to create loyalty and tenure with your employees? What about giving employees the benefit of owning company shares? In this video, we dive into what you should know about restricted stock units and the benefits they offer your business. What is a Restricted Stock Unit or RSU? RSU’s are equity compensation issued by an…

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Hedging Against Inflation in Your Portfolio

Rising inflation is a concern among investors. Here are five ways to protect your investments. Over the past year, investors have become increasingly worried about how inflation might impact their portfolios. One measure of inflation, the Consumer Price Index (CPI), climbed to 7.5 percent in January, its highest level in four decades. Supply chain issues,…

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The Importance of Long-Term Care Insurance

Let’s talk about long-term care (or LTC) insurance. Do you have it? Do you need it? It might not seem pressing if you’re not facing any health concerns right now, but most will likely benefit from it at some point. In this video, we’re going to make the case for why you need it and…

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The Benefits and Risks of Income Investing

Income investing is a strategy that seeks to provide investors with passive income from the assets they hold. This strategy may be attractive to people working toward financial independence or who need a predictable stream of income in retirement. Investors looking to embark on an income investment strategy may consider adding dividend stocks, bonds, and…

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