Nicole RenauxSep 10, 2019College Costs & Savings StrategiesAs summer winds down, kids head back for a new school year. Among the pencils, paper, and other supplies, it’s important to equip your...
Milad Taghehchian, CPA, CFP(R)May 15, 2018Why and When to RebalanceWhat is rebalancing? Rebalancing is a smart way to control your risks in investing. It realigns your portfolio back to its original asset...
Chris Cyndecki CFA, CFP®Jun 10, 2016Investment Fees (Part 2)In the second part of this blog series, we'll take a look at a few of the implicit costs of investing. These costs are not easily...
Chris Cyndecki CFA, CFP®Oct 20, 2015The Case Against CarsA car is one of the most significant purchases a person will make. In terms of wealth creation, it is also arguably one of the worst...