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Hot Topic: Alternative Investments Not Just For The Ultra-Wealthy?
For decades, alternative asset strategies have been accessible to the ultra-wealthy and institutional investor class as a way to diversify portfolios. Mainstream investing is typically limited to the stalwart asset classes of cash, bonds and stocks.
Jeran Van Alfen, CFP®
Sep 5


Should I Use 401(k) Money to Invest in Crypto?
Cryptocurrencies have continued to gain momentum lately, with recent regulatory approvals of bitcoin ETFs. These rulings broaden access...
Jeran Van Alfen, CFP®
Mar 16, 2024


Medicare premium increase? Understanding IRMAA and How to Appeal.
Medicare premiums went up this year, but you may have noticed that your Part B and Part D premiums are higher than the standard amounts....
Jeran Van Alfen, CFP®
Dec 15, 2023


The Key Financial Numbers to know for 2024
Make sure to update your financial plan for 2024. Here are some important updates that will affect how much you save, invest, and the...
Jeran Van Alfen, CFP®
Dec 15, 2023
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