Brenden Leese, CFP®Feb 22, 2023Did You Fulfill Your New Year’s Resolution of Updating Your Estate Plan? Key Takeaways Nobody enjoys planning for their end of life, but you owe it to your heirs and beneficiaries to make sure your estate and...
Robert Dunn, CFP®Feb 15, 2023Investment ManagementArtificial Intelligence Is No Substitute for Human Advice Key Takeaways There are some great uses of AI in our profession, but it should be used to supplement (not replace) expert human advice....
Ryan M. Vogel, CFP®Nov 30, 2022Wealth ProtectionShould I Keep Giving When My Portfolio Is Down? Key Takeaways There is no magic formula for how much to give. It’s a very personal decision based on your values, priorities and other...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Nov 28, 2022Investment ManagementAt Times Like These, It’s Raining Annuity Pitches Key Takeaways Anyone can call themselves a “financial advisor” these days. You want to work with a fee-only advisor who has a CERTIFIED...
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...