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...
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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...
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....
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...
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