Portfolio Rebalancing: Why You Should Do It

Portfolio Rebalancing: Why You Should Do It

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


Bitcoin Tax Increases and Inflation

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.…


Money Lessons To Teach Your Kids

Money Lessons To Teach Your Kids

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


How To Lower Taxes: Stealthy Mutual Fund Distributions

Mitigate Taxes On Sneaky Mutual Fund Distributions

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


How to invest during COVID: Should I be optimistic

How to Invest During COVID: Should I Be Optimistic?

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


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?

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

Shutdowns When to Retire & More: Cut Through The Noise

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


What to Do With Your Cash in a Low Rate Environment

What to Do With Your Cash in a Low Rate Environment

Here we discuss the current economic environment, and how…