You’re Invited! – HD Holiday Party 2018
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Income Series Part 1
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Income Series Part One: 3 benefits to higher interest rates Written By: Allison Schmidt, Financial Advisor, CFP®, CPA There are...
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Coronavirus Update & Virtual Meeting Replay
Steven Higgins, Financial Advisor, Principal, , All
Coronavirus Update & Virtual Meeting Replay By: Steven Higgins, Financial Advisor, Principal & Allie Schmidt, Financial Advisor, CFP®, CPA On...
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Then comes the baby in the baby carriage…
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Then Comes the Baby in the Baby Carriage… By: Allie (DeYoung) Schmidt, Financial Advisor, CFP®, CPA The expense of college...
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3 Common Mistakes to Avoid in Your 401(k)
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
3 Common Mistakes to Avoid in Your 401(k) By Allison Schmidt, CFP®, CPA Fewer and fewer companies provide defined...
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Where’s the &*%$! Santa Claus Rally?
Steven Higgins, Financial Advisor, Principal, , All
Where’s the &*%$! Santa Claus Rally? By: HD Wealth StrategiesA message regarding December 2018 Volatility Investors were hoping for...
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To ROTH or Not TO ROTH, Is That YOUR Question?
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
To ROTH or Not TO ROTH, Is That YOUR Question? By Allison Schmidt, Financial Advisor, CFP®, CPA This question...
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Have minor children? Consider a trust.
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Have minor children? Consider a trust. Written by: Allie Schmidt, Financial Advisor, CFP®, CPA We just had our second...
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Age Milestones in Retirement Planning
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Age Milestones in Retirement Planning By: Allison Schmidt, Financial Advisor, CFP®, CPA Age matters when it comes to retirement...
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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.