Ryan M. Vogel, CFP®Feb 8, 2023Wealth RedefinedWhat I’m Teaching My Kids About Money, Part 3 Key Takeaways Use college savings as a real-life example when educating your kids about investing. Risk and return are directly related....
Ryan M. Vogel, CFP®Nov 16, 2022Investment ManagementReducing Concentrated Stock Positions Key Takeaways One silver lining to today’s highly volatile bear market – great planning opportunities. If an individual stock accounts...
Ryan A. Dunn, CFP®Sep 7, 2022Our LivesFinancial Planning Considerations For Those About to Enter Into Marriage Key Takeaways Financial stress, along with infidelity and growing apart, are top reasons why marriages fail. Many couples did not have...
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...
Ryan M. Vogel, CFP®Jul 6, 2022Investment ManagementRetirement Plans That Grow with You Key Takeaways As you approach retirement, it is important to have an integrated cash flow, tax, and investment plan. Determining how...