Videos

Charitable Gifting
Six Things - Part 1: Squaring The Curve
Six Things - Part 2: Returns (No Control)
Six Things - Part 3: Volatility
Six Things - Part 4: Real People
Six Things - Part 5: Market Timing
Six Things - Part 6: Knowing Where the Buck Stops

Blog

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The retirement opportunity you may be missing: The SEP IRA

By: Marcos A. Segrera, CFP® Financial Advisor

Generate some form of income outside of their primary occupation.

Just Inherited an IRA?
Just inherited an IRA? Take a moment to consider your options

By: Marcos A. Segrera, CFP® Financial Advisor

Will you inherit an IRA from someone that isn't your spouse?

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Thoughts on Transferring Wealth to the Next Generation

By: Roxanne Alexander, CAIA, CFP®, AIF®, ADPA® Senior Financial Advisor

A conversation with your kids about planning for future wealth transfer.

How to Navigate
How to Navigate Between Private Foundations and Donor-Advised Funds

By: Danqin Fang, CFP®, CFA Financial Advisor

There are tools available to help you plan your charitable giving.

Congress moves to make changes
Congress moves to make changes to US retirement system

By: David L. Garcia, CPA, CFP®, ADPA® Principal, Wealth Manager

Congress took a step closer to changing the US retirement system.

December Rout
The December Rout

By: Harold Evensky CFP® , AIF® Chairman

In case you haven’t heard, it’s been a bit rocky lately in the market.

Reading List

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Shopping Apps Make Life Easy, But They Also Inspire Us to Spend More. Here’s How to Stop

When’s the last time you went to the mall to make a purchase?

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The Things John Bogle Taught Us: Humility, Ethics and Simplicity

Finance investors share lessons from the late Vanguard founder.

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Nearly 40% of retirees spending more than they expected: report

A new survey found 39% of retirees are spending more than anticipated.

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CFPs' info on blockchain ... what’s that about?

Not all CFPs may be comfortable with cryptocurrencies.

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A Conversation with the “Dean of Financial Planning”

Evensky, called The “Dean” of Financial Planning, loves this profession.

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Are Retirement Income Fears Overblown?

The industry consensus: Americans aren’t saving enough — if anything — for retirement.

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Don't Let Headlines Interrupt Your Long-Term Strategy

This infographic illustrates the major headlines of the last 27 years that would supposedly have a negative affect on the market.

Books

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Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor

Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor

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The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets

The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets

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Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets

Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets

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Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

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Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

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Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits

Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits

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The Investment Think Tank: Theory, Strategy, and Practice For Advisers

The Investment Think Tank: Theory, Strategy, and Practice For Advisers

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Medicare Made Easy: How to Make the Best Retirement Healthcare Decisions

Medicare Made Easy: How to Make the Best Retirement Healthcare Decisions

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The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One

The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One