Financial Planning

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)...

Have Equity Compensation? 4 Things To Watch Out For Before Year-End

Equity can add complexity to your financial situation. You don’t want to be caught off guard by a surprise tax...

5 Things You Probably Didn’t Know About SRI But Should

The call to action for climate and social change is louder than ever. Government oversight is growing, companies are focusing...

What Tech Employees Could Gain From Financial Planning Advice

Working in the tech industry is an exciting ride. You’re at the forefront of tech and societal change, you’re earning...

7 Financial Planning Myths and Truths

Financial planning is something of a mysterious field to some, and there are a lot of myths floating around about...

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...

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...