Robert Dunn, CFP®Sep 15, 2021Tax OptimizationTax Landscape Is Changing Key Takeaways While the Biden tax plan is yet to be passed, affluent and successful people will most likely be paying more, not less, in...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Aug 18, 2021Wealth RedefinedInflation Is Back. Will It Last? Key Takeaways Today’s inflation is not a repeat of the 1970s. Now is not the time to let the headlines or emotion distract you from your...
Robert Dunn, CFP®Oct 8, 2018Wealth RedefinedWhat is The Value of Diversification?It’s not always easy to grasp the value of diversification—why, in other words, it’s better to own many stocks inside a mutual fund than...