Austin Stagman

Image for Austin Stagman

Investment Analyst

As an Investment Analyst, I focus on monitoring our clients’ investments and assisting in the research efforts for the Investment Committee. I also provide support to Portfolio Managers and internal teams regarding all facets of investment management and analysis, as well as assisting in client service and care.

Professional Investment Experience

  • Experience includes active trading for clients such as advanced options trading, high dollar trades, penny stocks, fixed income, etc.
  • Servicing trade disputes and trade related issues.
  • Having in depth conversations with clients to help them learn and understand the financial industry.

Career History

  • Bedel Financial Consulting, Inc., Investment Analyst
  • Charles Schwab & Co., Inc., Affluent Client Professional
  • Charles Schwab & Co., Inc., Investment Representative
  • C.H. Robinson Worldwide, Inc., Transportation Sales Representative

Education

  • Bachelor of Liberal Arts, Economics, Hanover College

BLOG POSTS

Image for Target-Date Funds: Are They Right for You?

Jul 30, 2018

Target-Date Funds: Are They Right for You?

Chances are you’ve heard of target-date funds…but do you really know what they are and if they’re a good fit for your investment plan? We dive into the particulars so you don’t have to! Read on for more information on the pros of target-date funds, as well as their downside.

Image for An Antidote for First-Time Homebuyer Jitters

Jun 18, 2018

An Antidote for First-Time Homebuyer Jitters

Buying a home for the first time can be an overwhelming process, but there are things you can do to help you through it. We walk you through the steps, from how to prepare yourself financially to what the purchase process typically looks like. When you’re ready to purchase your first home, be sure to take our tips into consideration – they just might help you be successful in your home-buying adventure!

Image for Stock Market Volatility: How to Survive

Feb 19, 2018

Stock Market Volatility: How to Survive

It’s been just over a year since the Dow Jones reached 20,000 points. Since then, we’ve had a pretty easy ride without too much market volatility…until February. While it’s nearly impossible to predict the Dow Jones future, you can educate yourself on why there’s volatility in the market, as well as the best course of action to take when volatility strikes.

Image for Investing with the New Tax Plan

Feb 19, 2018

Investing with the New Tax Plan

Wondering how future investing and tax strategies might be impacted by changes outlined in the Tax Cuts and Jobs Act? What’s changed and what’s stayed the same? We have you covered - we’ve compiled a list of those changes that might be most pertinent to you, as you consider your investment and tax strategies.

Image for Keep Fraudsters at Bay by Freezing Your Credit

Nov 15, 2017

Keep Fraudsters at Bay by Freezing Your Credit

Keeping your credit secure is more difficult than ever. Perhaps the safest course of action is to freeze your credit. Here’s what you need to know.

Image for Equifax Victim?  Now What?

Sep 18, 2017

Equifax Victim? Now What?

Are you a victim of the Equifax hack? Here’s what happened and what you should do if your information was compromised.

Image for Directly Held Stock Versus a Brokerage Account: Questions & Answers

May 6, 2017

Directly Held Stock Versus a Brokerage Account: Questions & Answers

Do you receive mail from a company that holds shares of only one specific stock on your behalf and don’t know what to do with it? Most likely ...

Image for Dow Jones 20,000: Time to Sell?

Jan 30, 2017

Dow Jones 20,000: Time to Sell?

Dow hits record high 20,000! Can it go higher? Will the bottom drop out? Should you buy, sell, or hold? These are all good questions with no easy ...

Image for Cyber Security: How to Protect Your Investment Accounts

Nov 15, 2016

Cyber Security: How to Protect Your Investment Accounts

Without a doubt technology has made all of our lives easier. However, this increased use of technology gives hackers and thieves new ways to steal your personal information—without even breaking into your home!