3 Reasons to Rebalance Written by: Allie Schmidt, Financial Advisor, CFP®, CPA Happy New Year! Here at HD Wealth...
Author Archive for: aschmidt
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...
The Facts Surrounding RECESSIONS Written by: Allie Schmidt, Financial Advisor, CFP®, CPA The recent inversion of the US Treasury...
HD Wealth Strategies Annual Night at the Ballpark
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllHD Wealth Strategies Annual Night at the Ballpark By:Allison Schmidt, Financial Advisor, CFP®, CPA I’m always so grateful after...
Age Milestones in Retirement Planning By: Allison Schmidt, Financial Advisor, CFP®, CPA Age matters when it comes to retirement...
Another Chance To Make Sure Your Mortgage Rate Is In The Sweet Spot.
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllAnother Chance To Make Sure Your Mortgage Rate Is In The Sweet Spot Written by: Allison Schmidt, Financial Advisor,...
Soon We’ll be a Family of 4!! By: Allie Schmidt, Financial Advisor, CFP®, CPA I thought the Touchstone Spotlight...
This One’s for the Ladies: Financial Planning for Women
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllThis One’s for the Ladies: Financial Planning for Women By: Allie Schmidt, Financial Advisor, CFP®, CPA Women…we’re different from...
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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.