Media & Materials for Clients

Becoming a Certified Financial Planner™ is hard. That's part of the reason it makes sense to work with one...

Where are you better off, stocks or bonds? There really is no correct answer because it depends on one's risk profile. That said, it's interesting to look at how 100k of investment funds performs with both types of securities and that's exactly what we do here.

Living longer has many benefits, yet it is not without financial challenges. Quantifying life expectancy is a key element of building a holistic financial plan that seeks to solve for longevity risk and happiness in retirement.

Direct indexing is a great way to invest. Especially if you want customization and tax efficiencies.