financial planning
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In 2014, our team’s Athlete & Entertainment Service was born with the addition of Jordan Janes CFP®. Jordan quickly advanced in his career with CWCJ and was promoted to Partner in 2018. The practice has…
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By Michael Torney, CFP, J.D., LL.M. Medical doctors, especially those starting out, can face unique financial challenges. They’ve often spent years studying for exams and working long hours in residency while watching their former college…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how do I avoid probate with real estate?” If you’re familiar with probate court, you may know it can take…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how do I avoid probate with real estate?” If you’re familiar with probate court, you may know it can take…
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Losing the person closest to you is one of the most painful experiences. In addition to the grieving process, you will need to address your partner’s financials after their passing. While looking into financial documents…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a stock split and why do companies do them?” Stock splits are a common strategy used by publicly…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how does the Federal Reserve Bank raising rates affect me?” It’s common knowledge today that interest rates are increasing to…
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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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Your financial adviser can help you plan for the future, save for retirement, and ensure upcoming generations are set up for success. But advising services shouldn’t come with confusing fees or misleading advice. Learn about…
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BY DIANE COMPARDO and MICHELLE BEATTIE Every part of the world has felt the impact of the coronavirus. While it has affected people in different ways, the health and economic shocks have proven to be…
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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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By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau of Economic Research stated that the economic expansion that started in June of 2009 peaked…
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With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the horizon. To date, the federal government’s stimuli, both monetary and fiscal,…
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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…
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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…
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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…
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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…
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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…