The K-Shaped Economy Isn’t a Theory, It’s the Backdrop
The K-Shaped Economy Isn’t a Theory, It’s the Backdrop For a while, K-shaped economy sounded like economist jargon—something used on […]
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The Widow Tax “Time Bomb” (That Mostly Isn’t)
The Widow Tax “Time Bomb” (That Mostly Isn’t) Fear sells. Always has. In financial planning, one of the oldest fear
Tax Efficient Portfolio Design: Asset Location vs Allocation
Tax Efficient Portfolio Design: Asset Location vs Allocation How placing the right investments in the right accounts can boost after-tax
As a CPA Working in Wealth Management, Here’s How I Plan for My Clients
As a CPA Working in Wealth Management, Here’s How I Plan for My Clients Because the biggest threats to your
The Fragile Decade: Why Market Cycles Matter in Retirement
The Fragile Decade: Why Market Cycles Matter in Retirement There is a retirement risk that does not receive nearly enough
The Fallacy of Market Concentration
The Fallacy of Market Concentration What historical data suggests about concentration and risk in the market A common concern among
How a Popular Internship Taught Me Exactly What Kind of Advisor I Never Wanted to Be
How a Popular Internship Taught Me Exactly What Kind of Advisor I Never Wanted to Be By Mike Clark Twenty-five
Own Your Future: Why Independent Advisors Stand Out
Own Your Future: Why Independent Advisors Stand Out I spent years working at a traditional financial firm, where advisors often
Media Hype vs. Economic Reality
Media Hype vs. Economic Reality News outlets often make economic news sound scarier than it is, grabbing your attention with
IULs for Retirement? Why I Don’t Recommend Them to My Clients
IULs for Retirement? Why I Don’t Recommend Them to My Clients As a Financial Advisor, I’m seeing a troubling trend