Ryan A. Dunn, CFP®Jul 13, 2022Wealth RedefinedTake a Break from the NewsKey Takeaways Next time a screaming head on TV tries to scare you into running for the hills, just tell yourself: “We’ve seen this movie...
Robert Dunn, CFP®Jun 29, 2022Investment ManagementDon’t Let Recency Bias Cloud Your ThinkingKey Takeaways We have a tendency to place too much emphasis on experiences that are freshest in our memory—even if they are not the most...
Ryan A. Dunn, CFP®May 18, 2022Wealth RedefinedHow to Kickstart Your Financial Spring CleaningKey Takeaways Make sure insurance policies and estate plans are up to date and have no gaps. Consider ending those subscription you...
Robert Dunn, CFP®Mar 23, 2022Wealth RedefinedWhich Type of Advisor Is Right for You? Key Takeaways Everyone’s calling themselves a “financial planner” these days. Most are not. Here’s what to look for in a true fiduciary...
Brenden Leese, CFP®Feb 23, 2022Wealth RedefinedHigh Earner, Not Rich Yet? Key Takeaways At your young age, you earn substantially more than most Americans. Why aren’t you feeling wealthy? Are your graduate...
Candace HenryJan 31, 2022Video ContentHow To Get The Most Out Of Your Client Portal [Video]Our robust client portal is an incredible resource to help you see your entire financial picture in one place, store important documents,...