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Archive for the Asset Allocation Category

Seeking Financial Simplicity

Take steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing number of people say they are feeling stressed about their personal finances. In fact, four out of five Americans say they feel anxiety due to money, according […]

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Simplicity – Quotes

A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar of soap. The more you handle it, the smaller it gets.” Confucius: “Life is really simple, but we insist on making it complicated” Christine Benz, Morningstar Director […]

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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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Market Volatility – What Investors Should Know

Key Points Markets have been unusually volatile so far in 2016, with plunging oil prices, slowing growth in China, steep declines in overseas equity markets, and concerns about Federal Reserve policy and a potential “Brexit” all contributing to uncertainty. While we have experienced a 10% U.S. stock […]

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Time In Market

A Question of Time No one can predict the market’s biggest gains, so staying invested is your best option. One of the most common questions I hear from investors is whether it’s a good time to get in or out of the markets. Even for experienced investors, […]

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The Importance of Tax-Efficient Investing

The Importance of Tax-Efficient Investing

When it comes to income, you know that it’s not what you make, but what you keep after taxes that really counts.  And these days, with higher capital gain taxes and the 3.8% Medicare investment income surtax (that affects certain filing status thresholds), being mindful of investment taxes […]

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Financial Planning: Rules of Thumb

Financial Planning: Rules of Thumb

The expression “rule of thumb” is believed to have derived from carpenters of generations past who used their thumbs to make rough estimates of length rather than using a more precise instrument such as a wooden ruler.  The idea was to provide a quick and easy way […]

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Five Core Principles for Investors

The U.S. economic data is mixed, not strong enough or weak enough for a firm conclusion regarding what actions the Federal Reserve may take this week. The recent sell-off and volatility has U.S. stocks in correction territory. China’s slowing growth remains concerning. And election season already is […]

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Investment Strategy…using an Index Card

Investment Strategy…using an Index Card

Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few years ago by scratching out “all the financial advice you’ll ever need” on a 4×6 index card. Now you may disagree with a few of Pollack’s items […]

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Areas We Serve

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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