Should I Change My Level of Risk?

Posted by Andy Anderson, CFP® on 4:20 PM on September 12, 2022

The Top 3 Questions to Ask.

Oftentimes when we meet with clients there are a few common questions or topics that tend to come up regularly - things that seem to be on the minds of many of our clients. Usually, it has to do with some event or circumstance that is relevant at the time. In 2022, that question has revolved around the idea of “should I change the level of risk in my investments considering what is happening in the market.”

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Topics: Tolerating Risk with Investments, Financial Planning, Investments, Investments and risk, market risks, Investment Advisor, Certified Financial Planner, CFP

Is it Time to Check in with your Advisor?

Posted by Drew Creekmur, MSPFP on 12:03 PM on June 11, 2022

Over several decades of working with people from all walks of life we have witnessed first hand that 

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Topics: Financial Planning, Investing, Investment Portfolio, Investments, market volatility

Investing Reminders for Times of Market Volatility

Posted by Creekmur Staff on 3:46 PM on April 26, 2022

Learn the 3 R's

to help you prepare for market volatility.

It's impossible to predict when the market will drop or how far it will fall. With this in mind, investors should take steps to position their portfolios against potential risk during times of growth.

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Topics: Investing, Investments, Investments and risk, emotions in investing

February News Roundup & Perspective

Posted by Drew Creekmur, MSPFP on 9:00 AM on February 25, 2022

Every few weeks we compile a list of articles and books which we believe would be helpful to investors who want to make wise, informed decisions. All of these are relevant to current events  or the long-term financial planning methodology that we here at Creekmur Wealth practice with our clients every single day.

If you have any questions you can reach out to our team via email or by scheduling a call using the link below. With that in mind, lets dive in!

Schedule your Personal Q&A Call Here


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Topics: News, Financial Planning, Investing, Investment Portfolio, Investments

Investing 101: A Three Step Plan to Investing Success

Posted by Connor Creekmur, MBA on 11:22 AM on February 22, 2022

One of the biggest issues that new investors run into is developing an easy-to-repeat, long-term investing strategy. Below I'm going to discuss three steps you can use to help develop your investing strategy. By having a set strategy every investor is better prepared to weather the inevitable volatility of the market.

What 3 Steps Should You Follow When Investing?

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Topics: Financial Planning, Goals, Investing, Investment Portfolio, Investments

Frothy, Bubbly Stocks

Posted by Drew Creekmur, MSPFP on 5:01 PM on September 8, 2020

Frothy, Bubbly, Foamy. . . and we're not talking about cappuccino!

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Topics: Financial Planning, Investments, market volatility, Planning, Stock Market

Is it Time to Buy? Thoughts on Investing in a Market Like This

Posted by Drew Creekmur, MSPFP on 9:00 AM on August 4, 2020

Markets are going CRAZY - should I invest?

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Topics: Financial Planning, Investments, Planning, saving and investing

Too Much Noise in the News?

Posted by Drew Creekmur, MSPFP on 1:55 PM on July 28, 2020

Cut through the noise with our Financial News Breakdown

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Topics: Financial Planning, Investments, Planning, saving and investing

What is Social Media saying about the companies we're watching now?

Posted by Drew Creekmur, MSPFP on 3:38 PM on July 21, 2020

Social Media - Whether you hate it or use it daily - it can tell us a lot about the companies we are watching now.

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Topics: Financial Planning, Investments, Planning, saving and investing

Upcoming News Driving Markets

Posted by Drew Creekmur, MSPFP on 1:49 PM on July 14, 2020

Critical Topics

Financial & Economic Items We're Tracking Now!

 

Of course, no single investor ever knows with absolute certainty where markets and the economy are heading, but learning how to analyze various information points is critical to long-term success as an investor. In this week’s flash briefing we will dive into the top four items we are tracking in an effort to further provide clarity to where markets and the economy may be heading.

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Topics: Financial Planning, Investments, Planning, saving and investing

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