Daphne Jordan CFP (R)Dec 12, 2017A Gift that GivesLike 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...
Chris Cyndecki CFA, CFP®Sep 21, 2017Protect Yourself after the Equifax HackUnfortunately cyber security is an ongoing issue, and many companies entrusted with our data are being breached. The credit-rating...
Chris Cyndecki CFA, CFP®Jul 19, 2017Money Tips: International EditionSummertime is in full-swing, and you’ve spent months thinking about your upcoming international trip. Did you remember to pack your...
Milad Taghehchian, CFP(R)Feb 9, 2017The New Parents’ Guide to Life PlanningToday'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...
Milad Taghehchian, CFP(R)Dec 13, 2016End of the Year Financial MovesThe end of the year presents a great opportunity to review several financial areas that could add a significant benefit to your financial...
Chris Cyndecki CFA, CFP®Nov 14, 2016Elections and Financial MarketsThe Elections Are Over... Now What? Presidential election years and the following first year of a presidency present a lot of questions....
Chris Cyndecki CFA, CFP®Jul 15, 2016Bankruptcy Protection - Retirement AccountsFiling for bankruptcy can be a frightening and stressful experience. If you are feeling overwhelmed with debt and are contemplating...
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®Apr 9, 2016Investment 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...
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...