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...
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....
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?...
Ryan A. Dunn, CFP®Dec 20, 2023Paying Off the Mortgage Early? Wait.Key Takeaways It’s always better to pay off high interest debt before paying off low-interest debt. If you have a low fixed-rate...