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    A Gift that Gives
    Daphne Jordan CFP (R)
    • Dec 12, 2017

    A Gift that Gives

    Like Santa, are you making a list and checking it twice? As the march towards year-end continues, it’s quite possible that a part of your...
    Protect Yourself after the Equifax Hack
    Chris Cyndecki CFA, CFP®
    • Sep 21, 2017

    Protect Yourself after the Equifax Hack

    Unfortunately cyber security is an ongoing issue, and many companies entrusted with our data are being breached. The credit-rating...
    Money Tips: International Edition
    Chris Cyndecki CFA, CFP®
    • Jul 19, 2017

    Money Tips: International Edition

    Summertime is in full-swing, and you’ve spent months thinking about your upcoming international trip. Did you remember to pack your...
    The New Parents’ Guide to Life Planning
    Milad Taghehchian, CFP(R)
    • Feb 9, 2017

    The New Parents’ Guide to Life Planning

    Today's post will be by guest writer, Jackie Waters. Jackie lives on a three acre hobby farm in Oregon along with her family. She prides...
    End of the Year Financial Moves
    Milad Taghehchian, CFP(R)
    • Dec 13, 2016

    End of the Year Financial Moves

    The end of the year presents a great opportunity to review several financial areas that could add a significant benefit to your financial...
    Elections and Financial Markets
    Chris Cyndecki CFA, CFP®
    • Nov 14, 2016

    Elections and Financial Markets

    The Elections Are Over... Now What? ​Presidential election years and the following first year of a presidency present a lot of questions....
    Bankruptcy Protection - Retirement Accounts
    Chris Cyndecki CFA, CFP®
    • Jul 15, 2016

    Bankruptcy Protection - Retirement Accounts

    Filing for bankruptcy can be a frightening and stressful experience. If you are feeling overwhelmed with debt and are contemplating...
    Investment Fees (Part 2)
    Chris Cyndecki CFA, CFP®
    • Jun 10, 2016

    Investment 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...
    Investment Fees (Part 1)
    Chris Cyndecki CFA, CFP®
    • Apr 9, 2016

    Investment Fees (Part 1)

    Fees are one of the few things investors have direct control over in the hectic investment universe. Fees can have a significant impact...
    The Case Against Cars
    Chris Cyndecki CFA, CFP®
    • Oct 20, 2015

    The Case Against Cars

    A 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...
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