wealth management Archives - Page 3 of 4

F5 Financial Team’s insights—Market Volatility

By Curt Stowers | March 19, 2020 |

financial advisors offer offer perspective on recent volatility

With all of the volatility in the market over the past two weeks, we wanted to take 5 minutes to share some thoughts and perspective on what we are seeing and feeling.

Disability Insurance – What You Need to Know

By Josh Duncan | March 13, 2020 |

young couple discusses disability insurance

Today I discuss disability insurance—do you need it? I cover the different types available (short-term and long-term), as well as steps to evaluate your risk logically.

Perspectives in the Panic

By Curt Stowers | March 6, 2020 |

Coronavirus is the stock market's black swan event.

Welcome to 2020—where black swans ride rollercoasters! Read on to hear our perspective on recent market volatility and coronavirus.

Got a Bonus? Save Half!

By Josh Duncan | February 28, 2020 |

Today I share the best way to celebrate and enjoy the blessings of your bonus: Save half! Or as they say, “When times are good, put some hay in the barn.”

Perspectives on Dividend Investing

By Curt Stowers | February 21, 2020 |

Checking dividends on investments (man at work)

Should you focus on dividends when selecting equities? Read on to hear F5 Financial’s perspective.

Retirement! Tax-Deferred vs.Tax-Free

By Curt Stowers | February 14, 2020 |

tax-deferred 401(k) retirement account vs. tax-free Roth

Which accounts are better for your retirement? Today, a quick overview of tax-deferred vs. tax-free! Learn about how taxes and contributions work for each.

Quarterly Market Review – Fourth Quarter 2019

By Curt Stowers | February 7, 2020 |

quarterly market review for Q4 2019 and 2019 annual review

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 – December 2019. (Includes the 2019 Annual Review)

How to Get Goals Back on Track

By Josh Duncan | January 31, 2020 |

Man is happy getting his goals back on track.

What do you do when you realize you’ve lost focus? Not making progress on your goals? Here we offer some solid advice for getting those goals back on track!