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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...

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...

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...

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...

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...

Chris Cyndecki CFA, CFP®

Sep 29, 2015

Employee Stock Purchase Plans

Many companies offer a benefit called an Employee Stock Purchase Plan (ESPP), which allows employees to purchase their employer's stock...

Milad Taghehchian, CFP(R)

Jul 24, 2015

Where To Stack Your Cash

Today’s post is brought to us by Phillip Christenson, a chartered financial analyst (CFA) and financial advisor at Phillip James...

Chris Cyndecki CFA, CFP®

Jul 14, 2015

Roth 401(k)

Many employers are now offering the Roth 401(k) plan as a vehicle for retirement savings. The plan's popularity has skyrocketed in recent...

8 Important Ages for Retirement Planning

Milad Taghehchian, CFP(R)

Jul 9, 2015

8 Important Ages for Retirement Planning

Thinking about where you want your life to be in the future – whether 30 years from now, or just 10, can be stressful. Most people don’t...

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