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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


How to Make Retirement Decisions in a Down Market
Retirement is one of the most important financial milestones that we invest for. Over the years, we do the best we can to accumulate a...

Jeran Van Alfen, CFP®
Sep 3, 2022


Making Sense of the First Half of 2022
“Real optimists don’t believe that everything will be great. That’s complacency. Optimism is a belief that the odds of a good outcome are...

Jeran Van Alfen, CFP®
Jul 14, 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
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