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Investing Terms You Should Know

Before you start investing, many terms you hear from your financial institution can sound foreign and be intimating. Within your circle of friends and in the media you hear about “diversifying your portfolio”, but what does that actually mean?

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Keep Your Wallet “in the black” this Black Friday

November is a month for turkey, pumpkin pie, and cranberry sauce. For leaves piled so high you could dive right...

Stay Focused and Change Some Money Attitudes During Inflation

Inflation decreases purchasing power by driving up prices. You might consider altering your finances during times of high inflation. Investors...

Must-Knows When Investing for Retirement

Retirement is the single largest goal investors face. It’s the universal goal; everyone wants to become financially independent and be...

What Is a Trust?

Trusts and wills are key estate-planning documents used to pass money and property on to beneficiaries at death.

Get to Know the Stangier Wealth Management Firm

In our experience, many people meet with us after a significant change in their life, positive or negative. While others...

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. LIMRA, which keeps close tabs on the industry, recently…

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed,…

Debt Stress

 Is there a link between money worries and stress? Attack the problem at its root.

Crowdfunding Capital for the 21st Century

One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s…

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes…

Problems with Probate

Many people have heard they should avoid probate, but few understand what probate is and how the process works. What…