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Archive for July 2016

A 5-Step Mid-Year Investment Portfolio Checkup

Investors looking through their portfolios today may feel a little like homeowners scouting around their yards after a major storm. There may be a few broken tree limbs here and there, but chances are things don’t look as bad as they imagined when the wind was rattling […]

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3 Portfolio Checkup Traps to Avoid

3 Portfolio Checkup Traps to Avoid

Here are a few common traps to avoid as you perform a periodic portfolio review. Trap 1 – Focusing on the Details, and not the Overall Plan A common mistake is to too quickly get into the “weeds” of your portfolio, focusing on the performance of individual […]

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Staib Financial Planning, LLC strives to make meeting with us convenient and easy. We offer many locations around the Denver area other than our main office, serving Highlands Ranch, Lone Tree, Centennial, Littleton, Parker, Aurora, Denver and surrounding communities.

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