Secure Your Future and Happiness with Your Financial Plan
October is Financial Planning Month! Establishing a financial plan isn't just about preparing for retirement; it's about confidence and...
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Oct 4, 2023
Ryder Cup and Portfolios - US vs Europe
Stephen Weitzel, CFP, Stephen discusses the relationship between the 'home-country bias' observed in the Ryder Cup and possible biases...
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Jun 2, 2023
Should we just move to cash?
Stephen Weitzel and Joe Perdue discuss our perspective on the pros and cons of going to cash in the current favorable yield environment.
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