Latest Posts

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.

SFG Tax Tips - January 25, 2018

by Chad Hassinger on Jan 25, 2018

Tax Planning

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

"Are you receiving large refunds every year (or, as I like to call it, repayment of your interest-free loan to the government)?  Are you paying underpayment penalties?  Did you start a new job or work two different jobs?  If you answered "yes" to any of these questions, when is the last time you did a tax withholding "check up"? ...

Weekly Market Review - January 23, 2018

by Chad Hassinger on Jan 23, 2018

Finance

By Bradley J. Rathe
Chief Investment Officer

With equity markets at new highs, you would expect consumer confidence would be at new highs as well however the reading fell to 94.4 compared to 97 expected.  This will be a reading to be watched to see if this trend continues. Industrial Production surged up by .9% and capacity utilization moved up to 77.9% giving support to the increase in inflation expectations.

Understanding Risk: Part I

by Chad Hassinger on Jan 22, 2018

Finance

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

Ready for a lesson on risk? As Jeremy mentioned in the SFG Management newsletter that you received earlier this month, we will be sending you a Risk Profile Questionnaire to help determine your risk tolerance. But why do we ask for this information? Now may be time for you to re-acquaint yourself with risk and what it means in the investing world.

SFG Tax Tips - January 4, 2018

by Chad Hassinger on Jan 4, 2018

Tax Planning

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

Don't get scammed! Now that tax season will soon be upon us, I want you to be aware that thousands of people have lost their money and personal information to tax scams. Scammers use various methods to get information out of you, whether it's through the mail, on the telephone, or via email.