Allison Schmidt Interviewed by InvestmentNews Today, women control a third of total U.S. household financial assets. That’s more than...
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2022 Market Volatility – Inflation, interest rates, and geopolitics drive volatility
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All2022 Market Volatility Inflation, interest rates, & geopolitics drive volatility By: Allison Schmidt, CPA, CFP® The market, as measured...
A Time to Prepare: Part 2 Removing Emotion from the Investment Process 2021 Q4 Market Commentary By: Allison Schmidt,...
Advance Child Tax Credit Written by: Allison Schmidt, Financial Advisor, CFP®, CPA We’ve talked to a couple parents recently...
Allie’s (Financial) Checklist for Baby #3 By: Allison Schmidt, Financial Advisor, CFP®, CPA I am a person who thrives...
Welcome to the world Andie Jane Schmidt We are excited to announce that Allie & Stacy welcomed Andie Jane...
Car Shopping…Some people love it, some people hate it
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllCar Shopping…Some people love it, some people hate it By: Allison Schmidt, Financial Advisor, CFP®, CPA Car shopping…Some people...
We need more shoulders…Baby Girl #3 due in August!
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllWe need more shoulders…Baby Girl #3 due in August! I’m so excited to announce that our family is expanding...
Qualified Charitable Distributions in 3 Bullets
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllQualified Charitable Distributions in 3 Bullets By: Allison Schmidt, Financial Advisor, CFP®, CPA As a part of our financial...
My account is up double digits for 2020, but my accountant says I have tax LOSSES?
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllMy account is up double digits for 2020, but my accountant says I have tax LOSSES? By: Allison Schmidt,...
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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.