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...
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Milad Taghehchian, CPA, 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...
Milad Taghehchian, CPA, 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...
Milad Taghehchian, CPA, 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...
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...
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...
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...
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...
Milad Taghehchian, CPA, 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...
Milad Taghehchian, CPA, 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...
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