Latest Posts

The Wild Ride of Bitcoin

by Chad Hassinger on Feb 14, 2018

Finance

Provided By Pamela A. Martin, AIF®
Financial Advisor

Bitcoin, Bitcoin, Bitcoin … You’ve heard buzz surrounding this cryptocurrency. Brad Rathe eloquently answered questions regarding bitcoin at our State of the Market dinners last week. This quick read is a great recap of Bitcoin and the questions you should be asking.

Understanding Risk: Part III

by Chad Hassinger on Feb 8, 2018

Finance

Provided By Stephen J. Barrett, CFP®, AWMA®, AIF®
Vice President, Wealth Management

The concept of risk tolerance is twofold. First, it refers to your personal desire to assume risk and your comfort level with doing so. This assumes that risk is relative to your own personality and feelings about taking chances. If you find that you can't sleep at night because you're worrying about your investments, you may have assumed too much risk.

SFG Tax Tips - January 29, 2018

by Chad Hassinger on Jan 31, 2018

Tax Planning

By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning

"The new Tax Cuts and Jobs Act keeps the medical expense deduction and temporarily lowers the threshold for the deduction to 7.5% of your AGI for 2017 and 2018 only. If you have elective medical or dental procedures, you may want to consider paying for them this year if you will be itemizing your deductions...

Understanding Risk: Part II

by Chad Hassinger on Jan 29, 2018

Finance

Provided By Stephen J. Barrett, CFP®, AWMA®, AIF®
Vice President, Wealth Management

Market risk: This refers to the possibility that an investment will lose value because of a general decline in financial markets, due to one or more economic, political, or other factors. Inflation risk: Sometimes known as purchasing power risk, this refers to the possibility that prices will rise in the economy as a whole, so your ability to purchase goods and services would decline.