College Saving
A New Approach to Paying for College
A recent study found that a bachelor’s degree is estimated to be worth $2.8 million on average over a lifetime,
September 2, 2025
No Comments
Author: Austin Lee, CFP®
RECENT ARTICLES
Market Commentary
August Market Commentary – The Silly Season Gets Serious
July Recap and August Outlook The hot days of high summer are usually regarded as the “silly season” because, lacking
August 14, 2025
No Comments
Investing
Managing Portfolio Balance in the Age of AI and Market Concentration
Today’s investors face a crucial question: not whether artificial intelligence will reshape our economy, but how to preserve portfolio equilibrium
August 11, 2025
No Comments
Personal Finance
Is it Time to Hire a Financial Advisor? How Do You Even Do That?
For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to
August 1, 2025
No Comments
Market Commentary
How Current Earnings Reports Illuminate the Impact of Trade Policy
Corporate earnings reports have always served as a window into business health, but this earnings season carries particular significance given
July 28, 2025
No Comments
Cash Flow
Building a Cash Reserve
Emergency borrowing always has a high cost. Credit cards charge 20%. Early 401(k) withdrawals come with a 10% early withdrawal
July 21, 2025
No Comments
Market Commentary
July Market Commentary – Everything is Different Now
June Recap and July Outlook June saw a further complication of the macro situation as U.S. military involvement in Iran
July 9, 2025
No Comments
Tax Planning
Understanding the Impact of the “One Big Beautiful Bill”
Following extensive deliberations, Congress has enacted and President Trump has signed comprehensive tax and spending legislation on July 4. This
July 7, 2025
No Comments
Market Commentary
Five Essential Investment Perspectives for Late 2025
At first glance, the initial months of 2025 presented significant hurdles for market participants. Between trade tensions and market volatility,
July 7, 2025
No Comments
Investing
Blurred Lines: The Difference Between Trading and Investing
The longest bull market in history lasted from March 2009 to March 2020.1 When it ended at the beginning of the
June 30, 2025
No Comments