Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Aug 17, 2022Wealth RedefinedTips for Coping with Record High Gas Prices Key Takeaways Believe it or not, these aren’t the highest relative gas prices in U.S. history. Behavioral finance explains why. Changing...
Robert Dunn, CFP®Aug 3, 2022Investment ManagementYou Can’t Predict the FutureKey Takeaways There’s no shortage of “experts” claiming they can predict the future of the markets and the economy. They can’t. Having a...
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...
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...