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First Half 2020 Investing Outlook
2019 was a successful investing year and following such a year, the natural question is always can the markets do it again?

Jeran Van Alfen, CFP®
Jan 26, 2020


The Essentials: 5 Fundamentals of Investing
While we all can’t be Michael Jordan, most anyone can learn a good jump shot if they practice the fundamentals. The same idea can be applied

Jeran Van Alfen, CFP®
Jan 25, 2020


Five Steps to Reach Your Financial Goals
Whether you are into resolutions or not, the first of the year is a great time to review your financial plan and adjust or make updates.

Jeran Van Alfen, CFP®
Jan 5, 2020


SECURE Act: New Rules for Your Retirement Account
This legislation may affect your retirement plan and your decisions for withdrawals from your retirement account. Here is a brief summary of

Jeran Van Alfen, CFP®
Jan 5, 2020


The Season of Giving
Giving doesn’t have to be monumental. A smile, an embrace, a helping hand when in need.

Jeran Van Alfen, CFP®
Dec 14, 2019


The Essentials: Your Two Greatest Assets
This is not the typical financial planning post but planning for your time and your health are very similar to planning for your money.

Jeran Van Alfen, CFP®
Dec 14, 2019
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