facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The Flyer:

by Propel Financial Advisors

News & Insights

Want to learn more about a specific area of finance, investing or tax? We'd love to hear from you! Contact us via email on Facebook or LinkedIn.

%POST_TITLE% Thumbnail

Personal Finance in the Time of COVID: Your Advisor is Your Best Untapped Resource

The irony of COVID happening in the year 2020 has not been lost on me. If we could ever hope to benefit from hindsight, that time is certainly now. While we have all spent years complaining about our daily grind, we suddenly miss it terribly; and the choices we once took for granted seem like luxuries. (I know that I am going through serious movie theater withdrawal.) Alas, changes must be made, and we humans have an incredible history of adaptability. I have been a financial advisor for more than 20 years, and I know there are positives even during tough times like these. From conversations with clients, friends, and family these past weeks, I would say that priorities have shifted. Most are missing family, some are cooking more, and many are recognizing that their personal finances cannot survive on autopilot. When I sat down to write this article, I immediately went to the thesaurus to look up alternatives to the word “plan.” Some people, like me, are natural planners. They make lists; they thrive on routine; they worry about what they may have missed. Others, quite literally, avoid any reference to the word. This article is for the latter group…and you know who you are.

Read More
%POST_TITLE% Thumbnail

Rollover your 401(k) to Propel Financial Advisors: Our Six-Step Guide

Propel Financial Advisors works with you to determine the best investment approach for your IRA rollover. We work with our clients to craft personalized investment portfolios; you get a custom fit. We keep up with the markets and investment strategies so you can spend your time on what matters to you. We stay in regular contact with you and are always available.

Read More
%POST_TITLE% Thumbnail

Women’s History Month, Financial Literacy and Homeschooling in March, 2020

March marks a celebration of both Women’s History Month and Financial Literacy Month. As a financial advising firm majority-owned by women, this month should be right up our alley. March 2020, though, is like no other March most of us have ever experienced with incredible upheaval in people’s daily lives. For many, schools are closed and parents are searching for tools and resources to help teach their children. We decided to combine Women’s History Month, Financial Literacy, and the quest to find homeschooling resources. We hope some of these materials can help parents as they navigate the coming days at home with their children.

Read More
%POST_TITLE% Thumbnail

News From the Control Tower - 3/18/2020

This week's reads feature the dangers of corporate debt exposed by the coronavirus, Cash App’s novel business model to grow its business by giving money away, obstacles to the success of the Fed’s recent monetary policy, Harvard Business Review’s study on the world-wide decline in democracy and its effect on free markets, and reaction to the U.S. airline industry’s request for a bailout.

Read More