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Steven Schoenberger
Jul 6, 20233 min read
The Grass is Always Greener
I am color blind, so I am not exactly sure what the opposite of a green thumb is, but that’s what I have. While I do not mind the yard...
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Steven Schoenberger
Jul 6, 20232 min read
Value Add Through Tax Planning
Earlier this month we requested copies of tax returns from all of our clients. If you’re reading this and you did not send us your most...
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Steven Schoenberger
Jul 6, 20234 min read
A Magnificent Quarterly Update
The most popular market narrative so far this year is probably the story of the so-called “Magnificent 7”. Preceded by groups such as the...
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Steven Schoenberger
Apr 10, 20233 min read
Charles Schwab and Custodian Banks
If you have read the news in the past several weeks, you have almost certainly encountered stories about the failure of Silicon Valley...
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Steven Schoenberger
Apr 10, 20233 min read
Losing a Loved One
This past month my grandmother, Ruth Schoenberger, passed away. She was 96, nearly 97, and lived a wonderful life. I was so fortunate to...
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Steven Schoenberger
Apr 10, 20233 min read
Spring 2023 Market Update - Is the Future Looking Brighter?
One of the things that can make understanding investment returns hard to decipher is when return periods are “cherry picked”. This means...
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Steven Schoenberger
Jan 26, 20232 min read
2022 Year-End Market Update
Each quarter we pause to reflect on the market performance over the preceding months, and to share any insights we may have about what...
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Steven Schoenberger
Oct 14, 20223 min read
Your Best Year Ever!
If you are a client of Open Door Financial you recently received a book titled "Your Best Year Ever: A 5-Step Plan for Achieving Your...
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Steven Schoenberger
Oct 14, 20222 min read
The Benefits of Planning and Planning of Benefits
We often say that financial health has an important connection to physical health. While we are not personal trainers, and certainly not...
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Steven Schoenberger
Oct 14, 20223 min read
Volatility and Behavioral Finance - A Market Update
The third quarter of 2022 felt like a wild ride. We believe that using a principal from behavioral economics and then applying a concept...
33 views0 comments
Steven Schoenberger
Jul 13, 20223 min read
Open Doors, Full Heart, Can’t Lose!
Not everything has to be about financial planning. Open Door Financial believes that there are many other ways to make the world a better...
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Steven Schoenberger
Jul 13, 20222 min read
What's in a Name?
It is hard to believe that it has been over a year since I launched Open Door Financial and nearly 11 months since we started helping...
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Steven Schoenberger
Jul 13, 20222 min read
Inflation and Financial Planning: Hidden Risks in Risk Management
As market volatility spikes, the media tend to talk about the stock market ad nauseum. Each day is the best or worst since the last time....
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Steven Schoenberger
Jul 13, 20222 min read
Summer 2022 Market Update
A compelling market update has to include at least three items: technical summary, market insights, and actionable advice. Ideally we...
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Steven Schoenberger
Apr 6, 20222 min read
Things are Blooming at Open Door!
Spring is here! It is the growing season, and we here at Open Door are excited to share news about our own growth! Open Door Financial...
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Steven Schoenberger
Apr 6, 20223 min read
The Long View
Each quarter we try to share something practical. A piece of advice, a thought provoking idea, or other simple strategy that you can...
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Steven Schoenberger
Apr 6, 20223 min read
Spring 2022 Market Update
Some market quarters go by without many remarkable events … this past quarter was not one of those! Perhaps a Q1-2022 market update...
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Steven Schoenberger
Feb 24, 20224 min read
War! What is it good for? An Open Door Market Update
With the market now in correction territory, and continuing to slide, I wanted to send an email about our outlook. At the same time, I...
91 views0 comments
Steven Schoenberger
Jan 12, 20223 min read
What Lies Ahead? 2022 Market Update
2021 is in the books. Despite the fact that Covid-19 is still with us as we head into 2022, I think most will agree that in some ways...
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Steven Schoenberger
Jan 12, 20223 min read
On New Year's Resolutions
A dream becomes a goal the moment you write it down. A goal becomes a plan the moment you break it down into doable steps. A plan becomes...
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