Why Hire a CFP?
March 10, 2021

Earning and maintaining the Certified Financial Planner designation is no easy task. It’s the mark of someone who’s put in the time and energy to prove they know what they’re doing. Learn more here.

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Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

I Bonds are inflation-indexed savings bonds issued by the U.S. Treasury.

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ESG Investing in Your 401(k) Retirement Plan: Bridging the Gap Between Theory and Reality

ESG Investing in Your 401(k) Retirement Plan: Bridging the Gap Between Theory and Reality

What’s not to love about investing in a sustainable ESG fund in your 401(k) or similar defined-contribution retirement plan? The answer isn’t as obvious as you might think.

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Evaluating the Pros and Cons of Direct Indexing

Evaluating the Pros and Cons of Direct Indexing

Direct index investing shares some traits with its more familiar cousin, index fund investing.

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 Cryptocurrency: What’s It All About

Cryptocurrency: What’s It All About

Cryptocurrency was introduced in 2009 by a pseudonymous Satoshi Nakamoto. Nakamoto described a new kind of money, or currency, which was meant to exist in a secure, stable, and limited supply

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What Is Monte Carlo Analysis

What Is Monte Carlo Analysis

Behind the scenes, Monte Carlo calculations are quite complex. They’re based on inputting a number of factors that reflect your unique circumstances

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What Are Your Investments Costing You?

What Are Your Investments Costing You?

What are your investments really costing you? If you’re not sure, you’re not alone.

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Sequence Risk In Retirement

Sequence Risk In Retirement

A retirement portfolio that happens to experience positive returns early in retirement will outlast an identical portfolio that must endure negative returns early in retirement

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Evidence-Based Investing

Evidence-Based Investing

Evidence-based investors build and manage their portfolio based on what is expected to enhance future returns and/or dampen related risk exposures, according to the most robust evidence available.

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What Is Fiduciary Investment Advice, and  Why Does It Matter (Now More Than Ever)?

What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?

Fiduciary advice makes sense to us too. Investors deserve nothing less than the fairest possible shake from anyone entrusted with advising them about their personal wealth.

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