Ryan M. Vogel, CFP®Apr 3Wealth ProtectionResolutions Failed? Get to Know Your Future Self Key Takeaways Envisioning yourself 10, 20, or 30 years into the future makes it easier to balance living for today vs. planning for...
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...
Brenden Leese, CFP®Feb 13Wealth RedefinedHome Buying Strategies for Young AdultsKey Takeaways Not sure where to park your money until the housing market calms down? It depends on your time frame and risk tolerance....