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Video: Frequently Asked Questions about Recent Market Volatility
It's important to keep things in perspective. This video includes a presentation on frequently asked questions during the last month

Jeran Van Alfen, CFP®
Mar 28, 2020


March 12, 2020 Market Note: Bear Markets
Taking a step back and looking at history provides some context for bear market sentiment and a path for recovery.

Jeran Van Alfen, CFP®
Mar 12, 2020


Portfolio Building Blocks
Like building construction, portfolio construction utilizes a process of evaluating different parts and bringing them together

Jeran Van Alfen, CFP®
Mar 7, 2020


Market Notes: February 20, 2020
Financial markets have been especially hard-hit today, with reports of new coronavirus (COVID-19) cases

Jeran Van Alfen, CFP®
Feb 24, 2020


Essentials: Balance Between Debt Payments and Savings
I recommend saving and paying off debt at the same time whenever possible. Here is a process to reach both of these goals

Jeran Van Alfen, CFP®
Feb 16, 2020


If You Love Someone, Buy Life Insurance
It’s Valentine’s Day weekend and all the expressions of affection have reminded me to write about life insurance.

Jeran Van Alfen, CFP®
Feb 15, 2020
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