by the Storen Team | Nov 21, 2019 | Financial Planning, Retirement, Stock Market, Updates
Blog by Greg Storen, MBA – Financial Advisor, Senior Tax Professional Some of you may have heard Charles Schwab is bidding to acquire TD Ameritrade for $26 Billion. This deal is not completed and only a bid to purchase. We wanted to reach out to our clients and make...
by the Storen Team | Sep 11, 2019 | Resources, Retirement, Stock Market
Blog by Brian Biggs, CPA – Storen Financial August reminded us that, in the short term, stock markets can make dramatic and unexpected swings up and down. We like the “ups” but the it’s the ‘”downs” that can scare us. We do not know what the future short term moves in...
by the Storen Team | Jun 6, 2019 | Education, Retirement, Stock Market
Blog by Brian Biggs, CPA – Storen Financial Last month I attended a three-day conference for financial industry professionals hosted by the leading provider of independent investment research, Morningstar. Two well-known aspects of Morningstar’s research are the...
by the Storen Team | Jan 4, 2019 | Resources, Stock Market
Earlier this week First Trust published their Monday Morning Outlook that contained an article from one of my favorite economists, Brian Wesbury. For 2019, Wesbury is predicting a 25% increase in the Dow as well as the S&P 500. These predictions are based on...
by the Storen Team | Jan 4, 2019 | Resources, Retirement, Stock Market
As 2018 came to an end, it was hard not to notice the historic volatility in the stock market. In order to help address the question of what to do in this type of market environment, we would like to share an American Funds Investor Resource which discusses this...
