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Financial Planning for a Recession
As we wind down 2022 and evaluate the current financial conditions, here are some things that are on our mind and adjustments that you...

Jeran Van Alfen, CFP®
Dec 3, 2022


Essentials: The Cost of Emotional Investment Decisions
You are not alone when you feel concerned about investment losses. That feeling is typically felt by most people and results show that...

Jeran Van Alfen, CFP®
Nov 4, 2022


Fed Note: November 2, 2022
The Federal Reserve Open Market Committee raised the fed funds rate today by another 0.75%, from 3.00-3.25% to 3.75-4.00%. The vote was...

Jeran Van Alfen, CFP®
Nov 3, 2022


Are Annuities a Bad Deal?
Annuities get a bad rap and for some there are very good reasons this is so. However, annuities do serve a purpose.

Jeran Van Alfen, CFP®
Oct 8, 2022


Fed Note: September 21, 2022
The Federal Reserve Open Market Committee raised the fed funds rate today by another 0.75%, to a range of 3.00-3.25%. The vote was...

Jeran Van Alfen, CFP®
Sep 22, 2022


Market Note: September 13th, 2022
Despite early hopes for a positive day as measured by S&P futures pre-market trading, the mood was soon dashed as markets declined...

Jeran Van Alfen, CFP®
Sep 13, 2022
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