Blog
Check back regularly for insights from the Krietzberg Wealth Management team into the world of investing, financial planning and preparing for a confident financial future.
Take Charge of Uncertainty: Weathering the Storm
With so much going on in the world today, it’s natural to feel anxious about the state of your finances. Staying focused on the big picture is important during periods of market volatility. Here are a few strategies to keep in...
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Raising Financially Savvy Kids
When it comes to having serious financial conversations, many parents aren’t sure where to begin. The tips and questions included in this guide are designed to help you talk to your kids about money and financial responsibility....
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Three Tips to Alleviate Financial Stress
Stressed about money? If you’re afraid to look in your mailbox and see another credit card bill or bank statement you’re not alone. In fact, over half of U.S. adults say financial stress has negatively impacted their...
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Provide a Financial Legacy
If you want to pass savings on to your children or grandchildren, working with a financial advisor on legacy planning strategies can help make your wishes a reality—in ways that benefit both you and the recipients of your generosity.
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How to Be a Disciplined Investor
Discipline. You can’t be a successful investor without a healthy serving of discipline. But what does it mean to be a disciplined investor? To be a disciplined investor, one must learn how not to react emotionally to market...
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The Return of Volatility (and why that's OK)
How many times have you heard "Stay the Course" or "Don't Panic?" My industry uses these phrases to attempt to dissuade investors from making any sudden moves when market volatility increases. This is like the pilot that addresses her...
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The 3 Investment Truths
Although markets can be somewhat unpredictable at times, beyond expectations and predictions, hope and fear, there are certain investment truths that will always hold. Investment Truth #1 Through all the fog of distraction, the primary...
Read MoreTrade Wars - A New Hope
Can I tell you how long I've been waiting to somehow work a Star Wars reference into this blog? For those non-Star Wars fans, "Star Wars: A New Hope" is the name of the first movie that came out in 1977. I was 9 years old, so it was...
Read MoreWhen is an Index Fund NOT an Index Fund?
That’s a rhetorical question. While its always fun to start out with a riddle, we’ll answer this one. I’m sure you have heard of the phrase “Index Funds.” An index fund is a type of mutual fund with a...
Read MoreTell Me Again What Exactly is the Yield Curve?
The yield curve is just a graph that shows U.S. government bills and bonds with different maturity dates, along with the yield on those bonds for each date. The most common yield curve typically shows the interest rates for 3-month,...
Read MoreWhat is a Fiduciary and Are We Fiduciaries?
First thing’s first. Yes, we act in a fiduciary manner for our clients - we always have and always will. We will always place our clients’ interests and the integrity of the investment profession above our own interests....
Read MoreSeeing Through the Financial Fog
Seeing Through the Financial Fog It can't be August already. The summer just started, and school just ended – right? Summer always seems to fly past us too quickly. And while most of us got to relax a bit over the summer, it...
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