Jeran Van Alfen, CFP®
Election Commentary: 5 Things to know about the election and your money
During election seasons it is easy to become short-sighted. Anxiety, fatigue and overwhelm all seem to be common emotions
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Jeran Van Alfen, CFP®
Sep 23
If You Love Someone, Buy Life Insurance
Early in my career, I was told that there are two reasons why you buy life insurance. Either 1) you love someone or 2) you owe someone money
Investment Committee
Sep 18
Fed Note: September 18, 2024
At the September meeting, the U.S. Federal Reserve Open Market Committee decided to reduce the Fed funds rate by -0.50%...
Jeran Van Alfen, CFP®
Aug 5
Stock Market Note: August 5, 2024
Market selloffs have sometimes started with simple narratives, particularly when one previously-believed story evolves into another.
Jeran Van Alfen, CFP®
Jul 20
Monthly Investment News July 2024
How is the market doing? Off to a great start… We’re halfway through this year already and so far, so good. Global markets advanced in...
Investment Committee
Jun 12
Fed Note: June 12, 2024
In the June meeting, the Federal Reserve Open Market Committee kept the Fed funds range unchanged at 5.25-5.50%, where it’s been since...
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