Portfolio Rebalancing: Why You Should Do It

The market is at all-time highs despite the economy. Let's…


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

This week Anthony Saffer and Alex Okugawa discuss the…


How to Protect Your Wealth: Avoiding Scams

Advancement of technology has lead to an increase in scams.…


How Can I Teach My Children To Handle Money Wisely?

How can I better equip my children to handle money wisely?…


How To Lower Taxes: Stealthy Mutual Fund Distributions

People don't often realize that mutual funds can release…


How to Invest During Coronavirus: Should I Be Optimistic?

Investing during Coronavirus. What do I need to do not just…


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

52%: Is the percentage of people turning age 65 who will…


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

2020 has been a whirlwind for investors. Some investors…


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

Today we're going to be answering your questions that we've…


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

Here we discuss the current economic environment, and how…