top of page
MAKE A FINANCIAL PLAN BLOG
Search


Hot Topic: Alternative Investments Not Just For The Ultra-Wealthy?
For decades, alternative asset strategies have been accessible to the ultra-wealthy and institutional investor class as a way to diversify portfolios. Mainstream investing is typically limited to the stalwart asset classes of cash, bonds and stocks.

Jeran Van Alfen, CFP®
Sep 5


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

Jeran Van Alfen, CFP®
Nov 3, 2024


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®
Aug 5, 2024


Essentials: The Cost of Emotional Investment Decisions
You are not alone when you feel concerned about investment losses. That feeling is typically felt by most people and results show that...

Jeran Van Alfen, CFP®
Nov 4, 2022


Bucket Your Investments for Peace of Mind
In many of the conversations that I am having right now, I am reminding people to stick with the playbook. There are investment...

Jeran Van Alfen, CFP®
Jun 10, 2022
bottom of page
