Terry Shunkwiler Financial

07/26/2024

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

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.

07/24/2024

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

07/22/2024

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

Use this calculator to compare the future value of investments with different tax consequences.

07/19/2024

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

Investors who put off important investment decisions may face potential consequence to their future financial security.

07/17/2024

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

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

07/15/2024

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

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

07/12/2024

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

Here is a quick history of the Federal Reserve and an overview of what it does.

07/10/2024

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

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

07/09/2024

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 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 ...

07/05/2024

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

Learn about the difference between bulls and bears—markets, that is!

07/03/2024

Are dividends a key component when evaluating investment opportunities? Learn more.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

07/01/2024

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz