Financial Planning
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Typically, an inheritance is received after a loved one passes away, and this can be a difficult time for any beneficiary. While you’ve received a generous gift, you’re also grieving the loss of a loved…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Can I borrow from my own portfolio?” People often associate debt with poor financial decisions. We’re usually taught in our…
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Kaleb Doyle, CPA, CFP® | Advisor For many investors, the traditional 60/40 stock and bond portfolio just isn’t the right fit anymore. Several equity investors would like to implement a growth alternative that breaks away…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do 529 college plans affect financial aid?” While many of our clients aren’t focused on financial aid opportunities due…
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Erin Hadary MBA, CFP®, CAP® | Partner When I work with people who are going through a divorce, many of them wish there were an easy “1, 2, 3 Checklist” they could work through to…
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Matt Schaller MBA, CFA®, CFP® | Advisor During the past few weeks, several clients have asked the question, “Why are my bond investments losing money?” They were surprised to see the results of their bond portfolio…
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A financial advisor can help you set a personal budget, plan for the future, and set financial goals. While there are many kinds of financial advisors — from robo-advisors to seasoned wealth managers — not…
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By Kaleb Doyle, CPA, CFP® – Advisor Developing and implementing a co-parenting expense sharing methodology after a separation can prove to be a difficult task, even with the most amicable of break-ups. It is critical…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a SPAC?” SPACs have existed since the 1990s, but they’ve become quite popular in recent years. SPAC stands…
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By: Randy Stauder, Portfolio Strategist Tim Burford, Investment Specialist Words such as “bubble” and “peak” are being used to describe today’s residential real estate market. To put it simply: the housing market has been red…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I be worried about inflation?” Before we cover this topic, let’s remember that inflation, which is the gradual increase…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what are Master Limited Partnerships?” MLPs are a special type of business entity created by Congress in 1980s. They’re typically…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do I check a financial advisor’s background?” You may be surprised to learn that it’s fairly easy to look…
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By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the 10-year U.S. Treasury yield is doing. The recent market volatility is due to, in large…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I open a HELOC?” For those of you unfamiliar with this term, a HELOC is a Home Equity Line…
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By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor Lawmakers agreed on Monday, December 20, 2020 to the terms for additional economic stimulus after months of haggling. Congress reached an accord on…
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By Kaleb S. Doyle, CPA, CFP® Commitment: It is an action which can bring up a great deal of pressure and emotion. For most people, the largest commitment they will make in their financial life…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What are negative interest rates?” This is a great question and I’ll keep this as high level as I can…
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Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “What are the pros and cons of rental property?”
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The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…