Commentary
What Is Financial Planning & How Is it Different From Investment Management?
By Jim Shellenberger, CFA, CFP® Financial professionals offer a range of services, from investment advice and management to financial planning and wealth management. Although these …
Don’t Be Caught Off Guard This Tax Season: These Are the Most Overlooked Tax Deductions You Should Know
By Jim Shellenberger, CFA, CFP® Surprises are usually enjoyable—unless it’s time to file your taxes. For many people, tax season is a time of stress …
Commentary March 2023
A brief overview of what happened to Silicon Valley Bank alongside a lesson we can all learn from their customers.
How Can You Start Living Your Retirement Dream Now?
By Jim Shellenberger, CFA, CFP® Working decades of your life to one day reach retirement is a goal most of us share. But we all …
What I Wish I Had Known About Money When I Was Younger
By Jim Shellenberger, CFA, CFP® Money is an essential part of our lives, yet many of us often don’t learn the fundamental principles of personal …
Commentary January 2023
There are changes coming to retirement plans in 2023. Stay up to date with this quarter’s breakdown of what to expect for 2023.