Ryan M. Vogel, CFP®Aug 1, 2023Investment ManagementCD Rates Are Back! Do They Make Sense for Me? CDs are great for term short-term savings for major purchases (but not if you’re in a high tax bracket). CDs are safe because of FDIC...
Ryan A. Dunn, CFP®Jun 14, 2023Wealth RedefinedSitting on Too Much Cash? Critically Assessing Your Emergency Fund Needs Key Takeaways After a decade of low interest rates, there are now multiple options to get a good return on your cash. If considering a...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®May 11, 2023Wealth ProtectionAre People with Good Credit Being Penalized? Key Takeaways Making a downpayment of 20% or more can help individuals avoid mortgage insurance and start building equity and wealth...
Ryan M. Vogel, CFP®May 3, 2023Wealth ProtectionWhen Does It Make Sense to Pay Off Your Mortgage?Key Takeaways Being too conservative can lead to poor financial decisions. Before rushing to pay down that mortgage, think about where ...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 29, 2023Wealth ProtectionStressed Banking Sector - Should I Worry?Key Takeaways The global financial crisis taught us that mismanaged banks are susceptible to failure. Deposits up to $250,000 and...