What is the Trend with Financial Advice and Robo Advising?

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      What is the industry trend that you are seeing with financial advice? What is robo advising? Why are we seeing more of the larger firms offering the robo advising? How will this affect how you do business? Watch Szarka…

Sweeping New Changes in How Financial Advice will be Delivered

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      What is the latest news in the financial world? What is the new rule? So what does that mean to the average consumer? How is this going to change the industry? Watch Szarka Financial’s Senior Financial Advisor Alex…

So, What Are We Getting For Christmas?

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    Jimmy is a 9 year old boy who lived in a modest, middle class home. With Christmas coming around the corner he was hoping he would get a new baseball mitt to replace the old tattered one that had been handed down to him by his…

“Sell in May and Go Away” – but should we in 2017?

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What do you mean by “Sell in May and Go Away”? Does that hold true for 2017? If we are at the crossroads, should people be selling right now? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues with Fox 8 News…

4 Times You Really Need to Talk to a Financial Advisor

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What are the 4 times you really need to talk to a financial advisor? What kind of emotional mistakes do people make during a divorce? If aging parents want to stay in their homes, and how do you pay for that? How soon before retirement should…

Bond Laddering May Reduce Portfolio Risk

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The stock market is up over 14% since the election, and more aggressive investors have been well rewarded for taking the risk. At the same time, very cautious or skeptical investors may have actually seen slight declines in their investments…

With the NFL Draft around the corner, have you thought about who your “financial” quarterback should be?

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Not only do the Browns need a good quarterback, so do you. What is a “financial” quarterback and how can they help? What can a financial quarterback do and when would you need one? Why is it best to use a financial advisor as your “financial”…

What’s a CD Ladder, and should you start building one?

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What is a CD Ladder? Why not simply invest all the money into a long-term CD at once? What happens if interest rates rise? Would this be a good option for someone who just needs a place for the conservative portion of a diversified investment…

Is the “Trump” Stock Market rally over?

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What the next move for the stock market? What are the current issues and driving forces related to the stock market? We’ve seen the stock market relatively flat for the last six weeks, where might it be heading now? What are the next steps…

Retirement Planning – What big lessons did we learn from 2016

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What big lessons did we learn from 2016 regarding retirement planning? How should people go about putting together their retirement/investment programs? What throws people off course when executing their investment program? Why do so many people…