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Fed Note: June 15, 2022
The Federal Reserve Open Market Committee continued its aggressive tightening pace in the June meeting, by raising the key fed funds...

Jeran Van Alfen, CFP®
Jun 16, 2022


Bucket Your Investments for Peace of Mind
In many of the conversations that I am having right now, I am reminding people to stick with the playbook. There are investment...

Jeran Van Alfen, CFP®
Jun 10, 2022


Tax-Free Savings: The Backdoor Roth and the Mega-Backdoor Roth
The Roth IRA is a great retirement savings tool. It allows you to save your money for retirement without paying taxes on the investment...

Jeran Van Alfen, CFP®
Jun 10, 2022


Good Charts for Right Now
Bonds have had a bad year…but typically returns improve after a period like this: Source: Blackrock Student of the Market May 2022 The...

Jeran Van Alfen, CFP®
May 19, 2022


Catch 2022
Recently, I just finished reading Catch-22 for my book club. It was the first time I had read it. It is a fictional story set during...

Jeran Van Alfen, CFP®
May 19, 2022


Book Notes: The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness
One of the books that I read recently was particularly helpful when it comes to approaching financial decisions. The book is The...

Jeran Van Alfen, CFP®
May 6, 2022
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