I saw a great article recently which should come as a relief to people in…
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If you are interested in knowing how the stock markets are doing, you have to…
We get asked a lot about Social Security. Most people take it when they are…
Our clients often ask us if they should convert their Traditional IRAs to Roth IRAs….
I know this is a subject I write/blog/video about often, but I still get questions…
Mychal Kendricks, a former linebacker for the defending Super Bowl Champion Eagles is being charged…
A question we get asked often is “should I pay off my mortgage?” The math…
Recently there was a great article in the Wall Street Journal saying that stocks that…
I was reading the Wall Street Journal recently and there was an article titled, “Morgan,…
I thought I’d take this snow day as an opportunity to list some of the…
How the Financial Planning Process Creates Change Our blog exchange continues and this month we…
Some People Call Me the Space Cowboy No they don’t. Not one person does….
Rightsizing This month’s blog post comes from Warren A Ward, CFP® of Warren Ward…
We received an email from Schwab this morning saying that it sent out a letter…
Just a quick note – we’ve just been booked again on the show “Your Money,”…
As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes…
Our blog post today is from Ann Garcia, CFP®, of Independent Progressive Advisors, aka The…
This month we have a guest blog post from Dave Fernandez, CFP® who is a…
This month’s Blog post comes to us from Stephen Reh, an adviser in Southern California…
I’d like to thank Phillip Christenson, CFA for today’s post about the fears that keep you from becoming rich. Phillip is a Chartered Financial Analyst (CFA) and financial advisor in...
Read MoreThis month’s blog post comes from a long time friend and colleague of mine, Greg Phelps of Redrock Wealth Management in Las Vegas, Nevada. I hope you enjoy it. Redefining...
Read MoreThis month we have a guest blog post from Dave Fernandez, CFP® who is a native of Arizona and has over 20+ years of experience. He started his financial services...
Read MoreThe idea of sitting down with your family and discussing a plan for the future – in terms of wealth inheritance and transfers – may seem daunting to some but...
Read MoreI’d like to thank Greg Johnston, CFA®, CFP®, CPWA®, QPFC, AIF® for today’s guest blog post on the Department of Labor's new fiduciary rules. Greg has over 25 year's experience in...
Read MoreWhile I always caution not to get too wrapped up into short-term results, the rebound from the depths of February has been nice. So now when the kooks come out...
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