Terry Shunkwiler Financial

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Key Money Moments: 4 Times You Should Talk to a Pro Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

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Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.

Whether you realize it or not, you’ve allocated your assets.

A Decision Not Made Is Still a Decision Investors who put off important investment decisions may face potential consequence to their future financial security.

This message provides a look at how variable rates of return impact investors over time.

The Sequence of Returns A look at how variable rates of return impact investors over time.

Do global and international mutual funds complement or conflict with each other?

Global vs. International: What’s the Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

How familiar are you with the Federal Reserve? Here is a quick history.

The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.

How will your investments weather the ups and downs of the business cycle?

The Business Cycle How will you weather the ups and downs of the business cycle?

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...

Check out this informative video on bull and bear markets to better understand how the stock market works!

Bull and Bear Go To Market Learn about the difference between bulls and bears—markets, that is!