Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away
What Should I Consider Before the End of the Year?
Intrinsic Value vs. Market Value – What Do They Mean?
All About ESOPs (Employee Stock Ownership Plan)
College Planning Monthly Update: November 2023
Financial Planning & The Bible: Retire to Something - Not from Something
Giving: God, Gospel & Generosity
Time in the Market vs. Timing the Market
Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
Monthly College Planning Update: September 2023
Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Why Bonds Are Still Essential for the Retirees Portfolio
Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
What Fitch's U.S. Debt Downgrade Means for Investors
HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN
MONTHLY COLLEGE PLANNING UPDATE: JULY 2023
15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?
CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
DIRECT INDEXING: A BOLD NEW FRONTIER