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...
Brenden Leese, CFP®May 25, 2022Wealth RedefinedNational 529 Day Should be All Year RoundThe ultimate college savings showdown: 529s v. UTMAs v. Roth IRAs.
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...
Brenden Leese, CFP®Apr 27, 2022Investment ManagementStick with Your PlanKey Takeaways A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets in the future. Don’t...
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...