Maximize Tax Breaks: Charitable Giving

Stacking Charitable Giving to Maximize Tax Breaks

Don't throwing away tax breaks by not carefully planning charitable giving! Here's how Stacking Charitable Giving can Maximize Tax Breaks


Dogecoin, Housing Bubbles, & More: Cut Through The Noise

This week Anthony Saffer and Alex Okugawa discuss what is Dogecoin, Housing Bubble rumors & More on Cut Through the Noise.


Preparing For the Next Bear Market in Stocks

Preparing For the Next Bear Market in Stocks

The stock market is at an all-time high. So, the next bear market in stocks is around the corner, right? Always stick to the plan.


What is Value Investing? With Wes Gray Ph.D – Alpha Architect

What is value investing? Today we're talking with Dr. Wes Gray, Ph.D. of Alpha Architect on the strategy of value investing.


Alpha architect: What is trend investing?

What is Trend Investing? With Ryan Kirlin – Alpha Architect

What is trend investing? Today we're talking with Ryan Kirlin of Alpha Architect on the strategy of trend investing.


What is moment investing?

What is Momentum Investing? With Jack Vogel Ph.D – Alpha Architect

What is momentum investing? Today we're talking with Dr. Jack Vogel, Ph.D. of Alpha Architect on the strategy of momentum investing.


US National Debt, Mega Savings Strategies & More: Cut Through The Noise

This week Anthony Saffer and Alex Okugawa discuss the US National Debt Mega Savings Strategies & More on Cut Through the Noise.


Q1 2021 market Review

First Quarter 2021 Investment Market Review

Take a look at our Fourth Quarter 2020 Investment Market Review. Download our free PDF.


Pitfalls to avoid. You Should Know This Before Planning Retirement

You Should Know This Before Planning Retirement

Retirement may be the biggest financial decision you ever make and most people are planning it the wrong way. Here is what you should know...


Target date funds a good investment option?

Target date funds: Good investment?

Investing for retirement. Are target date funds a good investment? Let's discuss the pro's, con's, and what you should consider.


3 essential mistakes retirees need to avoid when filing taxes in 2020

3 Tax Filing Mistakes for Retirees to Avoid in 2020

All things considered, 2020 was a unique year for taxes. If you're a retiree, here 3 Tax Filing Mistakes for Retirees to Avoid in 2020.


Is there a bubble in the stock market Covid bubble?

Is The Stock Market In A Bubble?

We are seeing some euphoric behavior and investors are trying to find this balance of growth without getting caught in a downward spiral.


How Much Do I Need to Retire?

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Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy