Brenden Leese, CFP®Mar 27Investment ManagementNeed A Break from Work, But Not Ready To Retire?Key Takeaways Many clients have trouble letting go of their work personas as it can mean a loss of identity and purpose. Freelance and...
Robert Dunn, CFP®Mar 20Wealth RedefinedWhat Parenting Has Taught Me About Being a Better AdvisorKey Takeaways Please note: I am aware I am making a comparison of grown adults to children. This is not saying adults can act like...
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...
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...
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?...