financial advisor

How Can Pre-Retirees Proactively Transition to Consulting in the Tech Sector?

If you’re exploring this path, you may want to consider slowly transitioning into consulting while still employed.

Instacart’s Public Debut: What It Means for Both Employees and the Investment Market

What exactly is an IPO, and what does it mean for employees when their company leaps into the public market? 

How to Financially Prepare for a Potential Layoff in the Tech Sector

The technology world is a dynamic landscape of innovation and progress, offering countless opportunities for growth and success. However, even...

Why Timing the Market Can Hurt You, Especially if You Plan On Leaving Work Early

No one can predict the future. While "experts" can share their predictions, timing the market can ultimately be a (costly)...

Portfolio Theatrics: Surviving Market Volatility

There’s no question about it, the traditional investment experience is quite a ride. You know, the periods of pure euphoria...

The Quick List of Financial Designations

Understanding financial designations is one of the first steps in selecting the right financial professional for your needs. To that...

When to Hire a Financial Advisor

Today’s post comes to you from Trace Tisler, founder of Epic Financial. Trace and I became friends after meeting at the...

How a Financial Advisor Can Make Your Life Better

Today’s article is a guest post written by Chris Hardy, Director of Planning and Investments at Paramount Investment Advisors. Chris and...

Benefits of a Great Financial Advisor

This post was written by John Wenzel, co-founder of Archvest Wealth Advisors. John and I became friends through the XY Planning...