Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a SPAC?” SPACs have existed since the 1990s, but they’ve become quite popular in recent years. SPAC stands…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I buy cryptocurrency?” It’s safe to say that most people know what Bitcoin is today, even if they don’t…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I be worried about inflation?” Before we cover this topic, let’s remember that inflation, which is the gradual increase…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what are Master Limited Partnerships?” MLPs are a special type of business entity created by Congress in 1980s. They’re typically…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do I check a financial advisor’s background?” You may be surprised to learn that it’s fairly easy to look…
By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the 10-year U.S. Treasury yield is doing. The recent market volatility is due to, in large…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I open a HELOC?” For those of you unfamiliar with this term, a HELOC is a Home Equity Line…
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor Lawmakers agreed on Monday, December 20, 2020 to the terms for additional economic stimulus after months of haggling. Congress reached an accord on…
By Kaleb S. Doyle, CPA, CFP® Commitment: It is an action which can bring up a great deal of pressure and emotion. For most people, the largest commitment they will make in their financial life…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What are negative interest rates?” This is a great question and I’ll keep this as high level as I can…
Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “What are the pros and cons of rental property?”
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…