Portfolio Rebalancing: Why You Should Do It

The market is at all-time highs despite the economy. Let's talk about rebalancing as a part of a long-term strategic investment process.


Bitcoin, Tax Increases, and Inflation: Cut Through The Noise

This week Anthony Saffer and Alex Okugawa discuss the recent Bitcoin euphoria, potential tax increases, and hyperinflation.


How to Protect Your Wealth: Avoiding Scams

Advancement of technology has lead to an increase in scams. You need to know how to protect your wealth. Let’s discuss a plan to protect yourself.


How Can I Teach My Children To Handle Money Wisely?

How can I better equip my children to handle money wisely? Let's discuss simple techniques you can use to raise money smart kids.


How To Lower Taxes: Stealthy Mutual Fund Distributions

People don't often realize that mutual funds can release big distributions towards the end of the year, which is taxable income...


How to Invest During Coronavirus: Should I Be Optimistic?

Investing during Coronavirus. What do I need to do not just in the long term, but during times of uncertainty? Am I set up for Success?


Health Risks: Do I Need Long-term Care Insurance?

52%: Is the percentage of people turning age 65 who will need some type of long-term care services in their lifetimes. What are my options?


How Should I Prepare My Portfolio for What’s Next?

2020 has been a whirlwind for investors. Some investors can't wait to get in on the action while others are nervous for what is ahead.


Government Shutdowns, Bonds, and When To Retire: Cut Through The Noise

Today we're going to be answering your questions that we've been hearing throughout the month along with what's happening around the world.


Navigating Low Yields: What Should You Do With Your Cash?

Here we discuss the current economic environment, and how it should be considered with your strategy for holding cash.


Will Your Business Be Successful? 4 Questions Business Owners Need to Answer

When you focus on driving the value of your business and making it go up it makes the timing of selling your business irrelevant.


What Characteristics Make A Successful Retiree?

In baseball, a “five-tool player” excels in all 5 major areas. Here we breakdown the 5 tools a successful retiree must exhibit.