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The Essentials: Automate to Reach Your Financial Goals
Did you know that the average adult is faced with more than 35,000 decisions each day?[1] Now that you know, you can give yourself a...

Jeran Van Alfen, CFP®
May 18, 2021


The Essentials: Diversification
Fill in the blank: I only like investing in_______. (Real estate, stocks, cryptocurrency, gold, etc.). I invested once and it didn’t end...

Jeran Van Alfen, CFP®
May 7, 2021


RMDs: What to Know this Year and in the Future
After the Cares Act gave us a break from required minimum distributions (RMDs) in 2020, the normal rules are restored for 2021. We once...

Jeran Van Alfen, CFP®
May 7, 2021


Tax Watch: Proposed Changes to Capital Gains
This week, the markets had a small reaction to news that President Biden is seeking to change the capital gains tax rate for the highest...

Jeran Van Alfen, CFP®
Apr 25, 2021


2nd Quarter 2021 Market and Economic Outlook
Our quarterly market and economic outlook video is available below! In this video: We take a look at last quarter: Despite some...

Jeran Van Alfen, CFP®
Apr 25, 2021


Proposed Tax Changes: What You Need to Know
In the post below, we will discuss what President Biden is proposing, what compromises we may expect, and some ideas of how to plan ahead.

Jeran Van Alfen, CFP®
Apr 10, 2021
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