Market Monitor – August 2022
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Investors Behaving Better: Understanding the Concept of Risk
Steven Higgins, Financial Advisor, Principal, , All
Investors Behaving Better: Understanding the Concept of Risk HDWS Behavioral Finance Series By Steven Higgins, Financial Advisor, Principal Are...
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2020: Crossing the Finish Line
Steven Higgins, Financial Advisor, Principal, , All
2020: Crossing the Finish Line The Power of Process By Steven Higgins, Financial Advisor New Year’s Eve of 2020...
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3 Tips for Early Retirees
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Three Tips for Early Retirees By Allie (DeYoung) Schmidt, Financial Advisor, CPA, CFP® Thinking of retiring early? Here are...
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Christmas in July
Steven Higgins, Financial Advisor, Principal, , All
Some Things to Consider about Gifts to Children If you make significant gifts to your children or someone else’s...
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Transitions
Steven Higgins, Financial Advisor, Principal, , All
Why Does Everybody Want My Old 401(k)? By Steven Higgins, Financial Advisor, Branch Manager In many cases,...
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Millennials & Savings
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Millennials and Saving This might just surprise you… By Allison Schmidt, Financial Advisor, CFP®, CPA I’ll just get right...
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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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Bracketology & Buckets Explained
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Bracketology & Buckets: Tips to Keep Yourself in a Lower Tax Bracket Over Time. By: Allie Schmidt, Financial Advisor, CFP®,...
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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.