Topic
Managing Risk

Steve Starnes Comments in GRBJ on Avoiding Emotional Investment Decisions

It may go without saying that investors should avoid placing rash trades in volatile markets. But as Steve Starnes, MBA, CFP® points out in a Grand Rapids Business Journal piece, temptations abound when emotions are high. People working from home may watch their investment accounts and the market mood swings a little too closely, which could lead to ill-advised panic-trading. Steve offers several moves investors can consider taking instead.

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Anastasia Wiese Comments in GRBJ on Current Market News and Volatility

In her March 18 Grand Rapids Business Journal Banking & Finance commentary, Anastasia Wiese, JD, CFP® helped readers put the current elevated levels of market volatility in proper context. “While the desire to pull money out of the U.S. markets and sit in cash is a natural emotional response, now is not the time to panic,” writes Anastasia. “Times like this reinforce the importance of having a well-diversified portfolio among global stock and bonds.”

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Anastasia Wiese Offers 15 “Recession-Proofing” Financial Tips in Recent GRBJ Article

We cannot know how long, or how severely current market volatility will impact our investment portfolios. Either way, there are a number of sensible steps you can take before, or even during a recession that can add real value to your financial well-being. In a March 3rd Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® offered 15 such timeless tips for preserving, protecting, preparing, simplifying and understanding your financial worth.

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Grand Rapids Business Journal: Anastasia Wiese Discusses What to Make of an Inverted Yield Curve

Every so often, the U.S. Treasury bond yield curve “inverts,” as it has recently, with short-term Treasury bills yielding less than their long-term counterparts. Since past inverted U.S. yield curves have usually been followed by U.S. recessions, we tend to hear about them. In an April 30th GRBJ piece, Anastasia Wiese, JD, CFP® discussed being cautious about lending any one economic indicator excessive predictive powers, especially with respect to your disciplined investment strategy.

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Grand Rapids Business Journal: Steve Starnes on Money & Memory Loss During the Holidays

As a traditional time for family gatherings, the holidays also can be a good time to hold meaningful conversations about helping out (or being helped by) loved ones – especially if a family member is experiencing memory loss or other signs of dementia. In a GRBJ November 2018 article, Steve Starnes, CFP® offers practical advice on how families can approach care-giving conversations, while remaining sensitive to the delicate challenges involved.

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Grand Rapids Business Journal: Steve Starnes CFP® Authors a Financial Planning Article for Widows/Widowers

In an August 29 GRBJ article, Steve Starnes CFP® offered a number of insights into the financial dilemmas faced by those who have been recently widowed. While you’re grieving, it can be difficult to make decisions about a barrage of seemingly critical questions. “Not so fast,” advises Steve, as he covers the financial activities that can, and probably should, be put on hold.

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Steve Starnes, CFP® Co-authors a September 2018 Cover Story for the Journal of Financial Planning

Even seasoned financial advisors may have questions about how to best assist aging clients, especially if those clients need long-term services and support (LTSS) due to a decline in cognitive or physical health. Our own Steve Starnes, CFP® co-authored a September 2018 cover story on the subject for the Financial Planning Association’s Journal of Financial Planning. Advisors and families alike should find the article of interest.

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A Focus on Fixed Income

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, hoping to resuscitate the economy with a big booster shot of lending, borrowing and spending dollars.

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Our Thoughts on the Equifax Data Breach

In the aftermath of the Equifax security breach, we are once again reminded that identity theft and other financial scams pose a significant threat. Approaching your security as an ongoing process rather than a quick fix involves taking steps to protect your personal information from cyberattacks before they happen.

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Avoiding Financial Scams and Identity Theft Scams

It is an unfortunate reality that nobody is immune from identity theft and financial scams. Learn what to look for, how to protect your personal information, and what you should do if you believe you’ve been exposed to identity theft or financial fraud.

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