Market Monitor – August 2022
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Behold, a Recovery
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Behold, a Recovery 2023 comes to a close as the wall of worry is summited By: Allison Schmidt, Financial Advisor,...
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Covid 19: What’s Next?
Steven Higgins, Financial Advisor, Principal, , All
COVID-19: What’s Next? Moving Forward With a Plan and a Process “First was the sprint, now we’re in the...
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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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Is 20 The New 40?
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Is Twenty the New Forty? Another Look at Asset Allocation By Allison Schmidt, Financial Advisor, CFP®, CPA Historically, asset...
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Our Top 5 Blog Posts (& Videos) of 2020
Steven Higgins, Financial Advisor, Principal, , All
Our Top 5 Blog Posts (& Videos) of 2020 Or Things We Really Wanted to Make Sure You Saw...
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Over-Heated Frothy Bubbles
Steven Higgins, Financial Advisor, Principal, , All
Over-Heated Frothy Bubbles It seems the words “bubble”, “over-heated” and “frothy” are all adjectives I’m hearing to describe the...
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S&P Dow Jones Indices Recognizes HD Wealth Strategies for Their Independent Approach to Communicating Expectations with Clients
Steven Higgins, Financial Advisor, Principal, , All
S&P Dow Jones Indices Recognizes HD Wealth Strategies An Independent Approach to Communicating With Our ClientsBy: Steven Higgins Financial...
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Is This Normal?
Steven Higgins, Financial Advisor, Principal, , All
Is This Normal? The current market correction and talk of tariffs Written by: Steven Higgins, Financial Advisor, Principal &...
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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.