• home

  • services

  • team

  • contact

  • esg

  • blog

  • More

    Use tab to navigate through the menu items.
    client login
    get started
    • All Posts
    • Real Estate
    • Small Business
    • Tax
    • Investments
    • Retirement
    • Financial Planning
    • Sustainability
    • Social Impact
    • Interest Rates
    • Bonds
    Search
    Prepared for Retirement?
    Milad Taghehchian, CFP(R)
    • May 1, 2015

    Prepared for Retirement?

    Are you financially prepared for Retirement? ​Many people have plans of retiring later than they actually do. Because of this, they are...
    Investing In a Strong US Dollar Environment
    Milad Taghehchian, CFP(R)
    • Apr 25, 2015

    Investing In a Strong US Dollar Environment

    The last 8 months have seen an overall increase in the value of the US dollar, which has risen almost 25% in value. A strong dollar has...
    Marriage Equality...Financial Challenges
    Milad Taghehchian, CFP(R)
    • Feb 27, 2015

    Marriage Equality...Financial Challenges

    Five years ago, same-sex marriage was legal in 5 states. Today, over 35 states have legalized the union between same-sex couples....
    End of Year Financial Checklist
    Milad Taghehchian, CFP(R)
    • Nov 6, 2014

    End of Year Financial Checklist

    The end of the year is around the corner and along with holidays, great food, and seeing family and friends, you should be thinking...
    World Cup Team Valuations
    Chris Cyndecki CFA, CFP®
    • Jul 23, 2014

    World Cup Team Valuations

    World Cup fever is upon us. TheScore recently reported the market value of each national team by summing the estimated transfer fees of...
    Dispelling the Tax Bracket Misconception
    Milad Taghehchian, CFP(R)
    • Apr 24, 2014

    Dispelling the Tax Bracket Misconception

    It's April 21st, 2014, and tax preparation professionals everywhere are breathing a sigh of relief as the data-intensive, document-laden...
    Investment Risk
    Chris Cyndecki CFA, CFP®
    • Apr 24, 2014

    Investment Risk

    In the investment world, many practitioners quantify investment risk using measures of volatility. The unit typically used is standard...
    Emerging Markets and Your Portfolio
    Chris Cyndecki CFA, CFP®
    • Apr 21, 2014

    Emerging Markets and Your Portfolio

    Emerging markets have become an increasingly popular topic in financial publications and other media. What are emerging markets? ...
    2345
    6