B.A. Schrock Financial Group

Assessing Your Investment Strategy: A Comprehensive Review for the Year Ahead

In the realm of finance, investing is both an art and a science. It can also be a key aspect to securing a prosperous financial future. However, you can’t just “set and forget” your portfolio. Much like an architect reviewing blueprints before construction begins, assessing your investment strategy is an essential step toward building financial […]

Unlocking Investor Success: Escaping the Clutches of Behavioral Traps

You may think that successful investing is all about having a strong grasp of economic principles. While this is certainly helpful, it is also advantageous to have a deep understanding of human behavior. That’s because, as human beings, we are sometimes our own worst enemies when it comes to financial decision-making. In fact, there is […]

Ep 103: SECURE Act 2.0 – Retirement Changes You Need to Know About

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up.

Ep 101: End of the Year Planning Pt. 2

On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.

Ep 100: End of the Year Planning Pt. 1

On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.

What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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