What Is a Fee-Only Financial Advisor & Why Does it Matter?
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ “Price is what you pay. Value is what you get.” — Warren Buffett It’s some of Buffett’s best insight—and
Why I Became a Financial Planner
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ Next year will mark the 30-year anniversary of one of the most popular movies from the ’90s, Forrest Gump.
The Legacy of Dr. Harry Markowitz
Dr. Harry Markowitz revolutionized the way investment portfolios are constructed.
First Quarter Investment Review
Despite many mixed signals about the health of the economy, the first quarter of 2023 generally saw some positive developments for both domestic and global
What Can We Learn About Investing from March Madness?
Every year in mid-March millions of Americans flock to their televisions to watch dozens of games in the NCAA men’s basketball tournament. March Madness is
When Banks Fail, What Can You Bank On?
Successful investors can more easily ignore that urge and the noise that comes from day-to-day market movements, knowing that planning for what can happen is
2022: The Year in Review
From the onset, 2022 was a very challenging year for investors and financial markets alike. As global economies shrugged off the malaise of the coronavirus
What the SECURE 2.0 Act Means for You
Among all the year-end political drama and holiday celebrations you participated in, you may have missed the news that the Setting Every Community Up for
Financial Planning Moves to Make Now
2022 has proven to be a very challenging year for investors to navigate and the third quarter of the year did not deliver better news.
2022: Weathering the Financial Storm
We are only halfway through 2022, but most Americans have had enough bad economic and investment news to last several years. How bad were the
Do Market Downturns Lead to Negative Return Years?
Domestic and international equity markets experienced sharp selloffs in the first quarter of 2022, leading to widespread investor concern. Compounding the bad news from equity
Navigating the Road Ahead
Call it the perfect storm of negative financial forces if you would like, but regardless of the description used, the economic and investment market events