Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 6Investment ManagementFOMO and the Illusion of Timing the MarketKey Takeaways Research indicates that it’s nearly impossible to predict the right time to enter or exit the market consistently. Missing...
Devin StarrFeb 21Tax OptimizationDon’t Overlook 3 Key Tax Changes for 2024Key Takeaways There is still time for many taxpayers to contribute to an IRA for 2023. Good news. Income and contribution limits have...
Ryan A. Dunn, CFP®Jan 30Wealth ProtectionIs Pet Insurance For You?Key Takeaways If you felt sticker shock the last time you visited the vet, you’re not alone. Like all forms of insurance, pet insurance...
Daniel Satz, MS, CFP®Jan 24Investment ManagementRisky and Volatile: Decrypting the Hype Around Bitcoin ETFsKey Takeaways Our opinion about cryptocurrency hasn’t changed despite the recent regulatory approval of Bitcoin ETFs. This asset class is...
Ryan M. Vogel, CFP®Jan 10Investment ManagementHindsight BiasKey Takeaways How often have you looked back at an event and told yourself “I knew it” -- even if you didn’t act on that prediction?...
Ryan M. Vogel, CFP®Nov 29, 2023Investment ManagementFamiliarity Bias: Danger of Investing in Only What You KnowKey Takeaways The stock market does not reward investors with higher returns for loyalty or familiarity. Invest in what aligns with your...