Skip to content

How Floridians Can Invest Money Saved on Taxes

Floridians save a lot of money every year by not having to pay certain taxes. Read here to see Josh Duncan’s investment ideas Floridians should consider with the tax dollars they save.

Read More

Quarterly Market Review – First Quarter 2022

Quarterly Market Review Q1 2022

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Jan. – Mar. 2022.

Read More

What is Conservative Investing?

The Fearless Advisor! What is Conservative Investing? | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

True conservative investing is beating inflation to maintain your purchasing power and fuel your life goals. Tune in to find out how this applies to you!

Read More

Is Volatility Good or Bad?

The Fearless Advisor! Is volatility good or bad?

Volatility is “a tendency to change quickly and unpredictably.” The stock market can indeed swing greatly. Tune in to hear what you SHOULD be chasing!

Read More

Is it Time to Sell?

volatility, stock market, Investing | F5 Financial helps clients create strong investment strategies.

All too often I hear, “Should I sell, or should I hold?” That’s the wrong question to be asking. Read on to find out the right question!

Read More

Quarterly Market Review – Fourth Quarter 2021

Quarterly Market Review – Fourth Quarter 2021 | F5 Financial is a fee only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change.

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct. – Dec. 2021.

Read More