According to one study, there are over 60 different possible transitions in our lifetime. Are you ready for the expected – and unexpected – in your life?
Do you know how your financial advisor makes money? Could it be dependant on what products they guide you to? In this video, learn about fee-only advisors and how they help eliminate potential conflict of interest issues with clients.
Outside forces can disrupt even the best plans. In this video, gain some advice on how to adjust plans in the face of shifting financial winds.
We all have goals and dreams for our lives. Find out how sharing your possibilities with others can help those dreams become a reality.
When heading into uncharted territory, you want a guide to show you the way. See how a financial advisor can help you plan and prepare for life’s journeys.
Transcript of the video: Hello my name is Lee Shertzer and I’m managing partner at Stewardship Advisors here in Mount Joy. I want to talk to you today about the difference between fiduciary vs a “securities offered through” firm. I have worked in this industry for the last 35 years and gained a deeper […]
Client Question: “How will the upcoming elections affect my portfolio?” My Answer: The stock market is apolitical, meaning it does not matter which party is elected. The stock market just wants a strong economy, which leads to a strong stock price. Over the long run, the stock market will follow the economy. If the economy […]
Americans have been searching for answers to explain the stock market’s unusual behavior amidst the Coronavirus pandemic and the current state of civil unrest. Many media outlets claim to have the answers explaining the stock market’s uncommon uptick in these uncertain times. There have even been suggestions of behind-the-scenes activity and conspiracy. A local newspaper recently raised the idea of an economic conspiracy in a piece in their financial section. It was alleged that the market’s non-stop climb […]
You may have heard that TD Ameritrade and Charles Schwab are merging. How does this affect Stewardship Advisors and our clients? First, let’s take a look at who TD Ameritrade is, and how they are connected with Stewardship Advisors — and yourself as the account owners. TD Ameritrade is a contracted service provider (that Stewardship […]
Bills, mortgages, bank statements, brokerage statements, credit card statements—being an adult certainly does require a lot of paperwork. Here is a guide for how long you should keep different kinds of financial records before putting them through the shredder (and yes, it should be the shredder, not the trash). Tax Documents: Keep tax-related records for […]
