Brenden Leese, CFP®Aug 24, 2022Benefits of a Volatile Market Key Takeaways Markets go in cycles. Time in the market matters far more than timing the market. Now can be a good time to reduce your...
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 M. Vogel, CFP®May 4, 2022Investment ManagementBeware of Sales Pitches That Prey on Fear and Volatility Key Takeaways Annuities sound attractive in theory, but they can be loaded with hidden and confusing fees. Annuities can be punishing if...
Ryan M. Vogel, CFP®Apr 20, 2022Investment ManagementAt Times Like These, You Have More Control Than You Think Key Takeaways When everything seems unsettled in the world, it’s important to go back to basics. Focus on things you can control; not...
Robert Dunn, CFP®Mar 2, 2022Wealth ProtectionRussia – Ukraine Crisis: Impacts on Humanity and Well-Being This is certainly an unsettling turn of events. The behavior of one misguided individual and those that allow it to persist need to be...