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...
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...
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...
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...
Ryan A. Dunn, CFP®Mar 30, 2022Investment ManagementMarch Madness Investing Lessons Key Takeaways As with investing, past performance does not guarantee future success in the NCAA basketball tournament. Don’t succumb to...
Ryan A. Dunn, CFP®Mar 16, 2022Equity Compensation: What You Need to Know Key Takeaways Restricted stock units (RSUs) often have trade restrictions, preventing you from selling them immediately. Check with HR...