Ryan M. Vogel, CFP®Mar 13Investment ManagementDon’t Let Anchoring Derail Your Financial PlanKey Takeaways Too many investors fixate on a specific round number such as a stock price or 401(k) balance instead of on their long-term...
Robert Dunn, CFP®Dec 13, 2023Investment ManagementBack to Basics: Diversification and Time in the MarketKey Takeaways Today’s temptingly high rates on CDs and money markets are not likely to last. Research shows bad timing costs fund...
Brenden Leese, CFP®Sep 20, 2023Wealth RedefinedMaking the Most of the (Credit) Cards You’re DealtKey Takeaways If you can’t pay off your cards in full, always pay off higher-interest-rate debt before lower-interest-rate debt. Managing...
Robert Dunn, CFP®Aug 23, 2023Wealth RedefinedAuthenticity In The Tech AgeKey Takeaways Details are so important when it comes to personal finance. Not every client has the same relationship with money—even many...
Ryan M. Vogel, CFP®Aug 1, 2023Investment ManagementCD Rates Are Back! Do They Make Sense for Me? CDs are great for term short-term savings for major purchases (but not if you’re in a high tax bracket). CDs are safe because of FDIC...
Ryan A. Dunn, CFP®Jul 12, 2023Wealth RedefinedBack to Basics: Bonds Key Takeaways Bonds have many benefits in your portfolio including diversification, volatility dampening, and a hedge against stock...