July 20, 2021
5 Retirement Mistakes to Avoid – Investment FOMO
The Fear of Missing Out (FOMO) does not only apply to teen…
July 13, 2021
Your 401k & Net Unrealized Appreciation
Net Unrealized Appreciation in your 401k. The little-known…
July 7, 2021
Second Quarter 2021 Investment Market Review
Take a look at our Second Quarter 2021 Investment Market…
June 29, 2021
Tax on Selling Your Home & More – Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss tax on…
June 15, 2021
3 Things to Know About Employee Stock Compensation
For those of you that are an employee working for a company…
June 2, 2021
Is a 15 Year Mortgage A Better Option?
Nobody wants to pay more interest than they need to but…
May 27, 2021
Time to Cash Out Some Home Equity? Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss the…
May 18, 2021
Why You Should Understand Tracking Error When Investing
Are you trying to beat the market or trail the market?…