Simonet Financial Group, LLC

A fee-only financial planning and investment management firm that works with individuals, families, and businesses to achieve their financial goals.

[Simonet Financial Group, LLC @MySFGAdvisor]

We are still #hiring! Know anyone who might be interested? https://t.co/dCOoQvOIUY

[Simonet Financial Group, LLC @MySFGAdvisor]

anybody else hate to hear their voice on camera?😂😂😂 Anywho, Independent RIAs are the future! here is my take with #wealthmanagement at the Orion Ascent Conference earlier this year! do you agree or disagree? let me know why in the comments below.

https://t.co/gu0Dm5qgAG

[Simonet Financial Group, LLC @MySFGAdvisor]

COVID, climate change, Ukraine: three ways businesses can adapt their models to working in an age of crises.

Read more here: https://t.co/OfgVT6zOtg

[Simonet Financial Group, LLC @MySFGAdvisor]

We are excited to announce that we are currently in the process of launching our new website to help bring improvements to our clients.
Keep an eye on our social media accounts for more information!
https://t.co/O5fCYOiEHj

[Simonet Financial Group, LLC @MySFGAdvisor]

What Happened in Q1 2022?

The S&P 500 Index returned -4.6% during Q1 2022, and the MSCI All Country World Index fell -5.3%. Q1 saw a notable rotation into inflation sensitive assets.
Read more here. https://t.co/Bj9FY7FWWB

[Simonet Financial Group, LLC @MySFGAdvisor]

Positioning a Portfolio for Additional Rate Hikes.

What counts is how your money is invested now in anticipation of rate hikes

Read more at the link below.
https://t.co/5MMlKESc8r

[Simonet Financial Group, LLC @MySFGAdvisor]

Planning on traveling this summer? Are you traveling on a budget?
Travelling is such a wonderful opportunity, and being able to travel on a budget makes it more accessible.
1) Choose your destination carefully
2) Book in advance
3) Use your travel rewards card
4) Fly mid-week

[Simonet Financial Group, LLC @MySFGAdvisor]

With the current volatility of the geo-political environment, I wanted to take a moment or two to provide some perspective on the scary situation in Ukraine and what could happen in the markets.

Read more at the link below.

https://t.co/xKwz2exppA

[Simonet Financial Group, LLC @MySFGAdvisor]

Don't Panic (Yet) This is Normal. - https://t.co/9BujAdEYTq

[Simonet Financial Group, LLC @MySFGAdvisor]

https://t.co/T2V9lQLPYZ

[Simonet Financial Group, LLC @MySFGAdvisor]

https://t.co/4DJR5uBzWe

[Simonet Financial Group, LLC @MySFGAdvisor]

https://t.co/Q7mojVbRAM

[Simonet Financial Group, LLC @MySFGAdvisor]

https://t.co/Ep8DGU23gQ

[Simonet Financial Group, LLC @MySFGAdvisor]

https://t.co/2rSkfOOpK2

[Simonet Financial Group, LLC @MySFGAdvisor]

What to Do If (When) Your Taxes Start Going Up - https://t.co/aK2ydWyM0i

[Simonet Financial Group, LLC @MySFGAdvisor]

https://t.co/toNxr8PIiz

[Simonet Financial Group, LLC @MySFGAdvisor]

https://t.co/cLH2AYkBVG

[Simonet Financial Group, LLC @MySFGAdvisor]

Understanding the Investor Fear Index: the VIX - https://t.co/JziOfDg9pY

[Simonet Financial Group, LLC @MySFGAdvisor]

https://t.co/4QpwBEVfDR

[Simonet Financial Group, LLC @MySFGAdvisor]

A Look at Guardianship and Older Adults - https://t.co/lW2LI6bp4j