Investors Behaving Better: Understanding the Concept of Risk HDWS Behavioral Finance Series By Steven Higgins, Financial Advisor, Principal Are...
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To ROTH or Not TO ROTH, Is That YOUR Question?
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllTo ROTH or Not TO ROTH, Is That YOUR Question? By Allison Schmidt, Financial Advisor, CFP®, CPA This question...
Good Just Isn’t Good Enough By: Steven Higgins, Financial Advisor, Principal The story of 2018 is about unfulfilled expectations...
How Different Assets Affect College Financial Aid
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllHow Different Assets Affect College Financial Aid By: Allison Schmidt, Financial Advisor, CPA, CFP® It’s almost the start of...
3 Common Mistakes to Avoid in Your 401(k) By Allison Schmidt, CFP®, CPA Fewer and fewer companies provide defined...
Millennials and Saving This might just surprise you… By Allison Schmidt, Financial Advisor, CFP®, CPA I’ll just get right...
Upcoming Summer Events at HD Wealth Strategies Ahh summertime… The season of barbecues in the backyard, graduation parties, and...
Retirement Plan Life Hack By The Numbers Written by: Allie Schmidt, CFP ®, CPA, Financial Advisor Below are the...
Is This Normal? The current market correction and talk of tariffs Written by: Steven Higgins, Financial Advisor, Principal &...
Will Individual Tax Reform Create New Opportunities?
Allison Schmidt, Financial Advisor, CFP ®, CPA, , AllWill Individual Tax Reform Create New Opportunities? By Allison Schmidt, Financial Advisor, CFP®, CPA The most wonderful time of...
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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.