To Buy a CD, or Not to Buy a CD
Due to the Federal Reserve increasing the federal funds rate, several fixed-rate investment options have…
SFSMarch 31, 2023
The Power of Tax-Loss Harvesting — Mikal Aune
Stocks have been on a roller coaster ride this year, leaving some people wondering if…
SFSOctober 6, 2022
Episode 22: Company Stock Down Big?
Power Up Wealth podcast – Company Stock Down Big? – Episode 22 transcript: Sharla Jessop…
SFSAugust 30, 2022
Company stock down big? — Mikal Aune
If you have company stock inside your 401(k), you may have heard of Net Unrealized…
SFSJuly 28, 2022
Investment Debate: Stocks or Real Estate
I am often asked if real estate is a better investment than stocks. The answer…
SFSJune 4, 2021
Don’t Miss Out On Your ESPP
If you have an Employee Stock Purchase Plan (ESPP), you might wonder if it is…
SFSApril 8, 2019
BREXIT Surprise: What Investors Hate More Than Uncertainty
“If you want to see the sunshine you have to weather the storm.” This advice…
SFSSeptember 6, 2016
When Will Stocks Go Higher?
Stocks got off to a rough start in January and February as investors began to…
SFSApril 15, 2016
The Irony and The Ecstasy
Dear Valued Financial Partners and Friends, The evening news often features the familiar image of…
SFSFebruary 11, 2016
Stocks Finish Their Worst Year Since 2008
“It’s tough to make predictions, especially about the future.” One cannot argue with these words…
SFSFebruary 1, 2016