Robert Dunn, CFP®Dec 13, 2023Investment ManagementBack to Basics: Diversification and Time in the MarketKey Takeaways Today’s temptingly high rates on CDs and money markets are not likely to last. Research shows bad timing costs fund...
Ryan M. Vogel, CFP®Nov 29, 2023Investment ManagementFamiliarity Bias: Danger of Investing in Only What You KnowKey Takeaways The stock market does not reward investors with higher returns for loyalty or familiarity. Invest in what aligns with your...
Ryan M. Vogel, CFP®Sep 27, 2023Investment ManagementGot Any Good Stock Tips? Key Takeaways Investment speculation is futile. The stock market is efficient and rewards investors over time. Portfolio design is the...
Robert Dunn, CFP®Aug 23, 2023Wealth RedefinedAuthenticity In The Tech AgeKey Takeaways Details are so important when it comes to personal finance. Not every client has the same relationship with money—even many...
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®Jul 12, 2023Wealth RedefinedBack to Basics: Bonds Key Takeaways Bonds have many benefits in your portfolio including diversification, volatility dampening, and a hedge against stock...