Blog Archives - SBA

Stress Test Your Financial Plan

Stress Testing Your Financial Plan In the current environment of COVID-19, oil prices plunging, and other uncertainties, it is understandable if you are questioning the stability of your financial plan, provided that you have one. Reviewing your life circumstances is appropriate in good and bad times, and employing a Financial Stress Test should be a

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The Bright Spots

We need a break from the elephant in the room, as we are sure that you can easily find 24/7 media coverage about COVID-19. The free flow of information is a good thing, but invariably the truth and falsehoods get blended into confusion, and other relevant and more positive topics get drowned out. Here are

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Market Insights

Understanding market history is essential for investors with a long-term view. Disciplined investors have benefited by staying the course throughout market history. We hope that this insight helps you as you navigate your way through your investment experience.

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Financial Advisor, Wealth Advisor, Investment Advisor: What’s the Difference?

Once you’ve decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional is best for me?” From a financial advisor to an investment advisor to a wealth advisor, it’s helpful to know the differences between each category of financial experts before committing to a long-term engagement.

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Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right time or avoiding the next downturn may tempt

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How to Pick the Right Financial Advisor

By Rene Bruer If you’re in the market for a financial advisor, one of the biggest questions you may have asked yourself is “how do I find the right person?” Think about what brought you to this point; a life change, a complicated financial situation, receiving a financial windfall, retirement, starting a new job with

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De-Gapping Retirement

By Steve Hiraga I recently attended the industry-leading EXCEL 401(k) conference with Rene in Las Vegas.  We were able to spend time attending sessions, meeting with other retirement plan advisors, speaking with retirement plan vendors, and discussing with each other how we can expand and improve our clients’ retirement plan experience.  Here are some of

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In Service to Country

By Rene Bruer When I heard that Senator John McCain died his legacy immediately shaped itself in my mind. The first words that came to mind were country, service, sacrifice, compassion and straight shooter. The words that describe a lot of politicians such as partisan hard-liner, hack, or opportunist did not even enter my brain.

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Five Financial Lessons We Can All Learn from The Bachelorette

By Katie Brooks Financial education can be found in unlikely places. While personal finance may not be your first thought while watching The Bachelorette, there are some good lessons from Becca’s last season: Don’t Trust an Overzealous Racecar Driver If someone is trying to sell you too hard, run. In case you are not a

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