Getting the Most Bang for your Buck: Roth Conversion during a Market Pullback By: Allison Schmidt, Financial Advisor, CFP®,...
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Your investments at HD Wealth Strategies in 2020:
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllYour Investments at HD Wealth Strategies in 2020: Last Week Brought Rebalance #5 of the Year. By: Allie Schmidt,...
3 Historic Opportunities in the Midst of the Current Crisis
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All3 Historic Opportunities in the Midst of the Current Crisis By: Allie Schmidt, Financial Advisor, CFP®, CPA
Tactical Financial Planning and Tax Management
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllTactical Financial Planning & Tax Management Market Volatility – What to do right now. Tax Loss Harvesting & Roth...
Coronavirus Volatility – Our Process A Message from Allie & Steve We are certainly in un-charted territory with the...
Have minor children? Consider a trust. Written by: Allie Schmidt, Financial Advisor, CFP®, CPA We just had our second...
3 Reasons to Rebalance Written by: Allie Schmidt, Financial Advisor, CFP®, CPA Happy New Year! Here at HD Wealth...
Are Retirees Too Conservative With Their Investments Once They Get Into Retirement?
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllAre Retirees Too Conservative With Their Investments Once They Get Into Retirement? Written by: Allie Schmidt, Financial Advisor, CFP®,...
Can You Time The Market? Missing Just a Handful of the Best Days Matters Probably More Than You Think....
By The Numbers Allie Schmidt, Financial Advisor, CFP®, CPA Each week we receive a sheet called By The Numbers...
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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.