Videos

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
Charitable Gifting

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

Shopping Apps
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?

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

Finance investors share lessons from the late Vanguard founder.

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

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

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

Not all CFPs may be comfortable with cryptocurrencies.

conversation with
A Conversation with the “Dean of Financial Planning”

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

Are Retirement Income Fears Overblown?
Are Retirement Income Fears Overblown?

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

Don't Let headlines Interrupt
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

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

Each chapter gives you insights to improve your financial bottom line.

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

The best investment practitioners rely on the insights of trailblazers.

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

Everything you need to know about Medicare is at your disposal.

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

Gather all your essential information now, rather than when it’s too late.