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    Pursuing ESG: Adding Environmental, Social, and Governance Factors
    Nicole Renaux
    • Mar 1, 2019

    Pursuing ESG: Adding Environmental, Social, and Governance Factors

    With the growing popularity of index funds and ETFs, investors are often seeking a low cost approach to a diversified portfolio. And...
    Move to Puerto Rico for tax benefits?
    Nicole Renaux
    • Feb 16, 2019

    Move to Puerto Rico for tax benefits?

    In this interesting article, Andrew Henderson of Nomad Capitalist takes on the sometimes trendy idea to reduce your tax burden by moving...
    Saving for College: Smart Options
    Daphne Jordan CFP (R)
    • Feb 2, 2019

    Saving for College: Smart Options

    As a parent, it’s likely that one of your dreams for your child is that she will go to college. After all, Benjamin Franklin said, “An...
    Interest Rates Are Increasing.... Now What?
    Milad Taghehchian, CFP(R)
    • Oct 7, 2018

    Interest Rates Are Increasing.... Now What?

    After almost a decade of record low interest rates, over the last 24 months the US Federal Reserve has been incrementally increasing...
    Meals and Entertainment Deduction Still?
    Milad Taghehchian, CFP(R)
    • Oct 4, 2018

    Meals and Entertainment Deduction Still?

    For more than three decades companies have been able to deduct 50% of meals and entertainment expenses directly related to business...
    Plan to Gain Control
    Milad Taghehchian, CFP(R)
    • Jun 19, 2018

    Plan to Gain Control

    Another six months have come and gone for this calendar year. Every year time seems to progress faster, and every year life brings forth...
    Giving Your Finances a Spring Cleaning
    Milad Taghehchian, CFP(R)
    • Jun 8, 2018

    Giving Your Finances a Spring Cleaning

    Are your finances in need of a face-lift? When opening your bank statement or confronting your credit card statement gives you the...
    Why and When to Rebalance
    Milad Taghehchian, CFP(R)
    • May 15, 2018

    Why and When to Rebalance

    What is rebalancing? Rebalancing is a smart way to control your risks in investing. It realigns your portfolio back to its original asset...
    Bitcoin, AI, CRSPR, Robots, Oh My.
    Milad Taghehchian, CFP(R)
    • Jan 17, 2018

    Bitcoin, AI, CRSPR, Robots, Oh My.

    If you keep your eyes and ears open to the technology or investment world, you may have heard about the various technologies above. As...
    Tax Law Changes: How Will You Be Impacted?
    Chris Cyndecki CFA, CFP®
    • Jan 16, 2018

    Tax Law Changes: How Will You Be Impacted?

    The recently signed tax reform bill will bring about the most substantial changes to the US tax code in decades. A summary of the major...
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