Blog

Through my blog I share our thoughts, community events, and recent news in what we hope are compelling articles of interest to our readers.

What is of interest to you? What's happening locally in and around your (our) community? Drop us an email and we will address it as best we can on our website. Whether it’s ideas from the financial industry, emerging trends or a local event, we want you to read about it here. And once in a while, we may throw in a movie review or some other surprise. 

Keep checking back... we’re glad to have you reading along.

Sincerely,

John

Monday, December 28, 2020

The end of the year is a good time to review your investment options, close out the old and prepare for a new year of sound financial planning.

Friday, November 20, 2020

Pretty much everyone can agree 2020 has been a very weird year. It will be interesting to see how the holiday season comes together as everyone adjusts to an increase in COVID restrictions. Many families will be skipping large...

Tuesday, October 27, 2020

The death of a loved one is a painful, life altering experience. Financial planning includes considering life insurance to ensure the surviving spouse is provided for in the future.

Friday, August 28, 2020

Losing your job can be devastating. A financial advisor can help you look at expenses today, what they could be in the future, and help you determine the best path for you to ride through the storm.

Tuesday, July 28, 2020

Financial Advisor John Clawson, a Certified Financial Planner™, and Advisor Associate Amy Flores Velasquez, have completed additional training for employees of the Federal Employee Retirement System (FERS) financial planning and investment.

Show All

Monday, June 29, 2020

July is approaching, and with that brings the celebration of Independence Day! The 4th of July is a good reminder that independence is a goal worth struggling for, and that it is a good time to contemplate the state of your financial...

Sunday, May 24, 2020

As the economy starts to re-open as restrictions are starting to be lifted around the country, we think now is the time to evaluate your portfolio. Does your account need a second opinion? Maybe it needs a new approach, or a different...

Wednesday, April 8, 2020

There have been a lot of financial insecurity and concerns during COVID-19. At Shenandoah Valley Financial Services we provide financial planning strategies to manage loss of income.

Wednesday, March 18, 2020

Don’t let fear or anxiety during the coronavirus crisis rule your thoughts or actions. Stick to your investment plan and stay the course. If you are concerned, contact us and let's discuss it first before you take any action.

Wednesday, February 26, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect January 1st, 2020. The new act will affect everyone, but the most immediate impact felt will be by those nearing retirement...

Thursday, January 23, 2020

It’s the new year and you are still enjoying the glow from the holiday season, when mid-January you start receiving 2019’s tax forms. Don’t stress, just a little preparation starting now can go a long way in saving...

Friday, December 20, 2019

It’s that time of year… peace on earth, goodwill towards your fellow man, and random acts of kindness are encouraged everywhere. It is a time of year where those less fortunate are seeking physical and financial help, and...

Thursday, November 21, 2019

In this day and age saving money can seem overwhelming, especially when it comes to investing your hard-earned dollars! It is financially lucrative to start saving and investing as early as possible. However, starting late in the game...

Monday, October 28, 2019

Many people dream of retiring early and doing what they want to do with their free time. With proper financial planning and investing you may be able to retire early. There are a few factors to consider first...

Friday, September 27, 2019

We all see these amazing vacation pictures, weekend getaways with friends and family, or great home and entertainment upgrades. Sometimes you may wonder how you can live that way, but the words “money management” or...

Tuesday, August 27, 2019

Whether you are just starting your business or operating a well-established one, you already know it can be both a challenging and rewarding experience. Hopefully, you are fortunate enough to be experiencing steadily increasing...