contributions

10 Tips for Teaching Kids About Money

Kids learn the basics in school–reading, writing and arithmetic. But schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, long after habits have been formed.

Let's Talk About Danville!

Danville is a lively Central Pennsylvania community located about 15 minutes away from Bloomsburg, Pennsylvania. 

            Downtown Danville is a hub to numerous businesses going anywhere from antique stores, restaurants, health and wellness, financial planning, real estate and everything in between. 

US federal debt as share of GDP

US federal debt as share of GDP.png

US credit market debt/GDP ratios

US credit market debt-GDP ratios.png

Market Update - June 14, 2019

U.S. stocks ticked just a bit higher on the week, with less volatility than over recent weeks. Over the prior weekend, an agreement between the U.S. and Mexico regarding immigration policy resulted in a pullback on the previously-announced threat of tariffs, boosting market sentiment early in the week, with one of the potential trade hurdles removed.

Elder Care Conversations

Elder3.jpgEmotions involved with caring for the elderly can seem almost as overwhelming as the finances. As your loved ones age, what topics must you be ready to discuss? Beyond money, you need to talk about independence and basic preferences for the way individuals want to live or die.

First, realize that you’re far from alone. According to the Genworth 2014 Cost of Care Survey, at least 70% of people older than 65 will eventually need some degree of long-term care (national median cost for a private room in a nursing home: $240 per day).

Here are some ideas to get the conversation going:

Companies are trading at record high multiples, incentivizing business owners to sell

Companies are trading at record high multiples, incentivizing business owners to sell.png

Trend: a shift to independents

Trend - a shift to independents.png

Market Commentary for the week of June 17, 2019

The Markets

 

Trend: shift from active to passive management

Trend - shift from active to passive management.png

Syndicate content


Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR; AZ; DE; FL; NC; PA; SC; VA; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; PA; RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill. Plan First, Invest Second and Asset Cycle Portfolio System are registered trademarks of USA Financial Media.

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved