Insights

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

By Karin Grablin, CPA, CFP® Wealth Advisor at SRQ Wealth These are unusual and uncertain times, to be sure. We’ve all been inundated news about the Coronavirus, and its impact on our community, our country and the world, both physically and financially. Hopefully, most readers are choosing …

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

By Karin Grablin, CPA, CFP® Wealth Advisor at SRQ Wealth These are unusual and uncertain times, to be sure. By now, all of us have been inundated with facts and figures about the Coronavirus, and its impact on the health of our community, our country and the world, both physically and financially.

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

Before you delete this, read the first three paragraphs.  This is not another corporate, boiler-plate email telling you we are washing our hands, and taking precautions.  We are doing everything recommended to stay safe, but that’s not the point of this message.

As we write this on March 9th, it is the 11th anniversary of the global panic attack that marked the bottom of the Bear Market of 2007-09. Isn’t it a bit ironic that, on this anniversary, we are marking it with another global panic attack?

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.