“All historical charts of the stock market look like a serrated edge rather than smooth.”
S&P Dow Jones Indices to Host HD Wealth Strategies in New York City New York City at Christmastime is...
Are Retirees Too Conservative With Their Investments Once They Get Into Retirement? Written by: Allie Schmidt, Financial Advisor, CFP®,...
2017 Review & 2018 Preview By Steven Higgins, Financial Advisor In Review: Top Stories Affecting Our Clients In 2017...
Hammers & Nails A Tale of Caution if You Are Considering Using Life Insurance as an Investment by Steven...
The Forest for the Trees Market returns year-to-date make diversified portfolio investors question their approach. By: Allie Schmidt, Financial...
Don’t believe everything you read. By now, we’re all familiar with the saying and its implications for our lives....
HD Wealth Strategies Annual Night at the Ballpark By:Allison Schmidt, Financial Advisor, CFP®, CPA I’m always so grateful after...
Your Own Worst Enemy Hungry For Information Series Please join us for our upcoming event on Tuesday, October 16th!...
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Higgins & Schmidt Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation does not ensure a profit or protect against a loss. Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Higgins & Schmidt Wealth Strategies, a registered investment advisor and separate entity from LPL Financial.
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