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Essentials: Choosing the Right Investment Mix
There are so many options out there for us to invest our money. Over the last few years there has been a reduction of trading fees, new...

Jeran Van Alfen, CFP®
Aug 21, 2021


Essentials: Are You Following Bad Money Advice?
Have you ever stopped to think about where your money habits have come from? For most of us, we have been given lots of advice over the...

Jeran Van Alfen, CFP®
Aug 7, 2021


Big Tech and Regulation: What to Know as an Investor
How will government regulation affect our investments in big tech companies? If you follow political headlines recently, this question...

Jeran Van Alfen, CFP®
Jul 21, 2021


How to Manage Inflation at Different Ages
Inflation is a buzzword right now and you most likely have felt some of the effects of increased prices firsthand over the last few...

Jeran Van Alfen, CFP®
Jul 21, 2021


Essentials: 3 Things to Teach Your Kids About Investing
For many of us, investing was not a part of our core educational curriculum as we grew up. Financial lessons often are learned in the...

Jeran Van Alfen, CFP®
Jul 3, 2021


Essentials: Save Money or Pay Off Debt?
When you are in debt, it can feel like your only priority should be to pay it off. The monthly payments are stacking up, the interest is...

Jeran Van Alfen, CFP®
Jun 19, 2021
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