Financial Planning
David Imhoff Obtained CFP® Certification
We are proud to share that David Imhoff, our financial planner, has obtained his CERTIFIED FINANCIAL PLANNER™ certification!
We are proud to share that David Imhoff, our financial planner, has obtained his CERTIFIED FINANCIAL PLANNER™ certification!
We’ll be perfectly honest about something: whenever we tell someone we work at a financial planning firm, they ask us in a ...
Young or old, wealthy or poor, online or in person … Nobody is immune from financial and identity theft scams. No matter who you ...
If you were expecting to read about the French Riviera, we are sorry to disappoint. But, perhaps, your retirement portfolio will ...
So much of investing is beyond our control (picking stock prices, timing market movements and so on), it’s nice to know that ...
Sign-up to receive our blog posts straight to your inbox.
In our last newsletter, we launched our five-part series exploring the ongoing viability of the value premium. After enduring ...
In previous installments of our “How To Be Positively Skeptical” series, we covered the many forces that fool us into falling for ...
You’re probably already familiar with the three most important factors in real estate: location, location, and location. Asset ...
If you’ve been an evidence-based investor for a while, you know the drill:
Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it ...
Even though a few years have passed, it’s never too late to consider how the 2017 Tax Cuts and Jobs Act (TCJA) will impact your ...