Milad Taghehchian, CPA, CFP(R)May 15, 2018Why and When to RebalanceWhat 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, 2018Bitcoin, 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, 2018Tax 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, 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...