Don't Get Hooked: A Guide to Recognizing and Avoiding Phishing
- Doug Kinsey
- 24.07.2023
- cybersecurity
Don't Get Hooked: A Guide to Recognizing and Avoiding Phishing Doug Kinsey, CFP®, CIMA®
READ MORE
What's Going On With The Banks?
- Doug Kinsey
- 15.03.2023
- Economy
What’s Going On With The Banks? We wanted to share a quick update in light of the recent news about Silicon Valley Bank (SVB) and discuss our thoughts on its impact on ...
READ MORE
AFG Stock Portfolio Model Updates
- Doug Kinsey
- 17.02.2023
- stocks
Model investment portfolio updates from Artifex Financial Group Artifex Financial Group is committed to providing our clients with the best possible investment ...
READ MORE
AI - Hype or Reality?
- Doug Kinsey
- 15.02.2023
- artificial intelligence
Is AI the flavor of the month, or does it have staying power? Everyone's talking about artificial intelligence (AI) these days. It's the flavor of the month in the world ...
READ MORE
January Market Update
- Doug Kinsey
- 07.02.2023
- Economy
In this month’s recap: Investors were in a buying mood thanks to moderating inflation, a better-than-feared earnings season, and healthy economic data.
READ MORE
Chag Hanukkah sameach!
- Doug Kinsey
- 18.12.2022
- Hanukkah
To all who celebrate, warm wishes to you and your families. May you experience peace, love, and light this holiday season.
READ MORE
Happy Thanksgiving!
- Elizabeth Raby-Salinas
- 23.11.2022
- Thanksgiving
Wishing you all a Thanksgiving filled with blessings and joy! -Your team at Artifex Financial Group
READ MORE
Third Quarter Market Commentary
- Byron Sanders
- 10.10.2022
- Investments
Third Quarter Market Commentary October 6, 2022
READ MORE
Eight Ways to Enhance the Value of Your Business
- Doug Kinsey
- 05.09.2022
- Business
New article by Doug Kinsey published in Columbus Business First Leadership Trust I recently wrote an article specifically for business owners for Columbus Business ...
READ MORE
Happy Labor Day!
- Doug Kinsey
- 02.09.2022
- labor day
From all of us at Artifex Financial Group, we wish you a restful and enjoyable Labor Day weekend!
READ MORE
A Different Kind of Fourth of July Story
- Doug Kinsey
- 01.07.2022
- Independence Day
From all of us at Artifex Financial Group, we wish you an enjoyable and meaningful Independence Day weekend. Here's something that I found in my inbox this morning that ...
READ MORE
What's Your Personal Inflation Rate?
- Doug Kinsey
- 22.06.2022
- inflation
Kiplinger Personal Finance just published my latest article, entitled "What Is Your Personal Inflation Rate?"
READ MORE
Tax Saving Tips Newsletter June 2022
- Kevin O'Connor
- 14.06.2022
- tax planning
We've published our latest Tax-Saving Tips Newsletter for June 2022. In this issue, we'll discuss the following topics:
READ MORE
April Market Commentary
- Byron Sanders
- 06.05.2022
- Economy
April Market Commentary May 5, 2022 Global equity markets extended 2022’s persistent declines in April. Sharp losses were posted by most benchmarks, with the sole ...
READ MORE
Economic Update - April 2022 - Inflation
- Byron Sanders
- 20.04.2022
- Economy
Inflation April 19, 2022 Equity prices moved generally lower over the first two weeks of April. Performance has varied widely, with domestic large caps and industrial ...
READ MORE
Announcing some team achievements!
- Doug Kinsey
- 11.04.2022
- team members
We're happy to announce some individual accomplishments of our team members!
READ MORE
First Quarter 2022 Market Commentary
- Byron Sanders
- 08.04.2022
- Investments
First Quarter Market Commentary April 7, 2022 Equities gave ground worldwide during the first quarter. March performance was mostly positive but could not overcome ...
READ MORE
Will Inflation Derail Your Retirement Plan?
- Doug Kinsey
- 04.04.2022
- Financial Planning
Hot off the press! Kiplinger.com just published a new article I wrote that addresses the significance of increased U.S. inflation and the impact it may have on your ...
READ MORE
Artifex Mid-Month Economic Update - March 2022
- Byron Sanders
- 16.03.2022
- Economics
Slowdown Looming?
READ MORE
Thoughts on The Crisis in Ukraine
It's been quite a week. And, it's been quite a couple of years. Certainly, we've all had a lot to comprehend about the state of the world, with the pandemic beginning in ...
READ MORE
2022 Outlook Report from Goldman Sachs
- Doug Kinsey
- 03.02.2022
- Economy
Goldman Sachs Consumer & Wealth Management has published its 2022 Outlook Report. You can get your exclusive copy here:
READ MORE
2022 Global Market Outlook
- Byron Sanders
- 20.01.2022
- Economy
2022 Global Market Outlook January 19, 2022 Executive Summary The global economy faces several potential landmines this year. After three years of strong performance ...
READ MORE
Inflation and Interest Rates
- Byron Sanders
- 23.12.2021
- Economy
Inflation and Interest Rates December 20, 2021 “History doesn’t repeat itself, but it often rhymes”- Mark Twain Since the end of November, volatility in equity markets ...
READ MORE
Merry Christmas and Happy New Year!
- Doug Kinsey
- 23.12.2021
- merry christmas
Best wishes for a joyous Christmas and the very best New Year!
READ MORE
Can Working With Us Increase Your Happiness?
- Doug Kinsey
- 10.12.2021
- Financial Planning
People with Financial Advisors Are Happier Than Those Without: A New Report from Herbers & Co.
READ MORE
Omicron and the markets
- Doug Kinsey
- 30.11.2021
- markets
Omicron and The Markets Since last Friday, the emergence of the Omicron strain of the Covid virus has had an impact on the markets. As has been the case since the ...
READ MORE
Happy Hanukkah!
- Doug Kinsey
- 28.11.2021
- Hanukkah
Wishing you a very happy Hanukkah! May your candles burn bright this season!
READ MORE
Happy Thanksgiving!
- Doug Kinsey
- 24.11.2021
- Thanksgiving
Wishing you and yours a wonderful Thanksgiving holiday!
READ MORE
We're in the news!
- Alexander Browning
- 19.11.2021
- retirement
We're in the news! Doug Kinsey was recently interviewed by Dennis Bova of the Dayton Daily News for an article about retirement financial considerations that was ...
READ MORE
Estate Planning Horror Stories
- Doug Kinsey
- 29.10.2021
- Estate Planning
Estate Planning Horror Stories: 5 Nightmare Scenarios That Will Scare You Into Action This is a re-posting of a blog published by our friends at Vanilla, an estate ...
READ MORE
Economic & Markets Update
- Byron Sanders
- 20.10.2021
- Economics
Earnings Season October 18, 2021 Equity prices at home and abroad have traded higher since the end of a disappointing September. US stocks are nearing the top of the ...
READ MORE
A New Covid-19 Resource for You
- Doug Kinsey
- 22.09.2021
- Covid-19
A New Covid-19 Resource For You Yesterday, Channel 2 News in Dayton published an article regarding a new Covid-19 resource that was created by the microCovid Project, ...
READ MORE
Mutual Funds Update - Cost Reduction
- Doug Kinsey
- 16.09.2021
- Investments
Mutual Funds Update - Acting as Your Fiduciary Advisors One of our duties as your fiduciary advisors is to improve on mutual fund expenses wherever possible. To that ...
READ MORE
Artifex August 2021 Market Commentary
- Byron Sanders
- 10.09.2021
- Investments
August Market Commentary September 8, 2021 Global equity prices were widely mixed in August. In broad terms, large-capitalization growth stocks continued their year-long ...
READ MORE
A Significant Hurdle for ESG Investors
- Doug Kinsey
- 11.08.2021
- ESG
The Corporate Monarchy I've recently been doing some overall research on our ESG portfolios, and have spent some time in one of our evaluation tools, YourStake.org, ...
READ MORE
Artifex Tax Tips Newsletter July 2021
- Antowoine Winters, CFP®, EA
- 02.08.2021
- Taxes
Our latest issue of Tax-Saving Tips is here.
READ MORE
Happy Independence Day!
- Doug Kinsey
- 04.07.2021
- Independence Day
Happy Independence Day Everyone!
READ MORE
Confusion in Washington?
- Byron Sanders
- 29.06.2021
- Economy
Confusion in Washington? June 29, 2021 Equity market volatility returned in the second half of June. Benchmarks experienced several steep selloffs and recoveries during ...
READ MORE
Social Security Scam Alert
- Doug Kinsey
- 14.05.2021
- social security
Social Security Scam Alert I just received a suspicious call from a local number to my mobile phone. I suspected it was fraud, so immediately checked the Social Security ...
READ MORE
Retirement In Sight - May 2021
- Alexander Browning
- 12.05.2021
- retirement
Monthly News and Information for Current and Future Retirees Presented by Artifex Financial Group - May 2021
READ MORE
Quietly Firm - April 2021 Market Commentary
- Byron Sanders
- 06.05.2021
- markets
Quietly Firm April 29, 2021 Strong first quarter earnings and gathering momentum in the global economy are helping world equity prices extend their advance. Most ...
READ MORE
Retirement In Sight - April 2021
- Alexander Browning
- 20.04.2021
- retirement
Monthly News and Information for Current and Future Retirees Presented by Artifex Financial Group - APRIL 2021
READ MORE
Crypto Mania...Or Is It?
- Doug Kinsey
- 14.04.2021
- cryptocurrency
One of the big news stories over the last few weeks has been the much-anticipated debut of Coinbase, a cryptocurrency exchange website that allows investors to research, ...
READ MORE
Could You Land It Like Sully?
- Doug Kinsey
- 19.03.2021
- Financial Planning
Could Your Land it Like Sully? On Wednesday, Lex Browning and I made it out to the golf course for one of the first rounds of the year for both of us. During the round, ...
READ MORE
January Market Commentary
- Byron Sanders
- 24.02.2021
- Market commentary
January Market Commentary
READ MORE
2021 Outlook Report from Goldman Sachs
- Doug Kinsey
- 21.01.2021
- Economy
Goldman Sachs Consumer & Wealth Management has published their 2021 Outlook Report. You can get your exclusive copy here:
READ MORE
Artifex 4th Quarter 2020 Economic Commentary
- Byron Sanders
- 08.01.2021
- Economy
Fourth Quarter Market Commentary January 7, 2021 December capped a strong 2020 fourth quarter performance by both domestic and global equities. At the close of business ...
READ MORE
A Call For Help, by Prof. Scott Galloway
- Doug Kinsey
- 18.12.2020
- Covid-19
A Call for Help by Scott Galloway This came into my inbox earlier today, and I'm sharing it with you as I think it merits reading. It's a post by Scott Galloway, ...
READ MORE
Artifex Economic Commentary Dec. 16, 2020
- Byron Sanders
- 17.12.2020
- Economy
Consolidation December 16, 2020 Since the end of November, world equity prices have trended moderately higher. Several leading, broad based equity indexes in the US have ...
READ MORE
November Market Commentary
- Byron Sanders
- 07.12.2020
- advisor
December 7, 2020 Equity prices soared in November. In fact, before a final trading day downdraft, US markets were on track for their best November since 1928. ...
READ MORE
Happy Thanksgiving!
- Doug Kinsey
- 25.11.2020
- Thanksgiving
Happy Thanksgiving to You! We hope you are able to celebrate in some manner with your loved ones this year, either via a virtual get-together or safely in-person. As I ...
READ MORE
Flash Market Update November 9, 2020
- Byron Sanders
- 09.11.2020
- USA
November 9, 2020 Pfizer Corp. (NYSE‐PFE) announced early this morning that its Covid‐19 vaccine human trials have been 90% effective overcoming the virus in infected ...
READ MORE
Covid Redux
- Byron Sanders
- 02.11.2020
- Economy
November 02, 2020 Covid Redux Back and forth action earlier this month gave way to a steady downtrend over the last two weeks, culminating, so far, in a roughly 3% ...
READ MORE
Political Parties and Stock Markets Since 1900
- Doug Kinsey
- 28.10.2020
- stocks
Political Parties and Stock Markets since 1900 Should stock market investors hope for a unified or a divided Washington? Does the party occupying the White House affect ...
READ MORE
Artifex Mid-October Market Update
- Byron Sanders
- 20.10.2020
- Investments
Progress October 19, 2020 Global equity prices continued mostly higher over the past two weeks, building on strong third quarter gains. In the US, broad benchmark ...
READ MORE
Tax Saving Tips October 2020
- Antowoine Winters, CFP®, EA
- 14.10.2020
- Taxes
Tax Saving Tips October 2020 In this edition: The Latest on Payroll Tax Deferral Using Whole or Partial Rooms for Your Home Office Don't Let the IRS Set Your S ...
READ MORE
Updated AFG Equity Portfolio Fact Sheets
- Doug Kinsey
- 08.10.2020
- Investments
Updated Fact Sheets for our internally-managed proprietary portfolios I just updated our proprietary equity models for Artifex Financial Group. It's somewhat encouraging ...
READ MORE
The Many Ways of Getting Screwed by Non-Fiduciary "Financial Planners"
- Doug Kinsey
- 30.09.2020
- Fiduciary
The Many Ways of Getting Screwed by Non-Fiduciary "Financial Planners" I don't really read too many of the industry trade journals that come across my desk on a weekly ...
READ MORE
Read Doug Kinsey's latest article for Kiplinger Personal Finance
- Doug Kinsey
- 16.09.2020
- Financial Planning
A New Article Published by Kiplinger.com
READ MORE
Artifex August Market Commentary
- Byron Sanders
- 10.09.2020
- Economy
September 8, 2020 August is traditionally quiet on Wall Street. Congress is in recess and many US families are on vacation. The pace of trading in the equity markets ...
READ MORE
Happy Labor Day, 2020!
- Doug Kinsey
- 07.09.2020
- worst jobs in the world
A look at some of the worst jobs in the world through the ages
READ MORE
Getting RIF'd Off
- Antowoine Winters, CFP®, EA
- 02.09.2020
- Financial Planning
RIF You! So you’ve been RIF’d, now what? For those who’ve received a Reduction in Force notice, few things hold more uncertainty or fear for them. You’ve been told your ...
READ MORE
Artifex August Economic Update - Optimism Spreading
- Byron Sanders
- 01.09.2020
- Investments
Optimism Spreading One by one, broad based US equity indexes are reaching new all-time highs, almost like dominoes falling. In the last two weeks, the S&P 500 and ...
READ MORE
Let's Talk Gold.
Gold is at an all-time high. Watch this short video from our partners at Goldman Sachs to learn more about how it relates to inflation and the stock market.
READ MORE
Artifex July Monthly Market Commentary
- Byron Sanders
- 10.08.2020
- Economy
August 6, 2020 July extended a run of positive monthly returns since the end of the first quarter. A strong first half was followed by uneven performance during the late ...
READ MORE
Rally Extending
- Byron Sanders
- 20.07.2020
- Economy
July 16, 2020 Equity prices in the US have worked significantly higher over the first half of July. Volatility has increased a notch as successive days feature optimism ...
READ MORE
Lockdown Redux?
- Byron Sanders
- 03.07.2020
- Economy
June 29, 2020 First of all, we wish all of you an enjoyable and relaxing Independence Day weekend! Although it will certainly be a bit different from year's past, the ...
READ MORE
Our Latest Whitepaper - Surviving the Pandemic
- Doug Kinsey
- 23.06.2020
- Investments
Surviving the Pandemic - A Guide to Confident Financial Decisions
READ MORE
Artifex Flash Market Update June 12, 2020
- Byron Sanders
- 12.06.2020
- Investments
Flash Market Update Federal Reserve Chairman J. Powell served markets a dose of reality in Congressional testimony Wednesday afternoon. A reminder of the stark short ...
READ MORE
Welcome, Kaitlynn Muhlenkamp!
- Doug Kinsey
- 09.06.2020
- associates
Welcome, Kaitlynn Muhlenkamp!
READ MORE
Self-Employed PPP Forgiveness
- Kevin O'Connor
- 08.06.2020
- tax planning
When you are self-employed with no employees, the payroll protection program (PPP) program is a COVID-19 gift designed to help you get through this pandemic. If you now ...
READ MORE
How to Beat 3 Common Investor Mistakes
- Doug Kinsey
- 07.06.2020
- Investments
In this video, Doug Kinsey talks about three of the most common behavioral mistakes investors make and how to avoid them.
READ MORE
The Road to Recovery
- Byron Sanders
- 05.06.2020
- Investments
The Road to Recovery - May 2020 Market Commentary June 4, 2020 The April global equity rally continued through May, extending the strong gains registered since the ...
READ MORE
Fiduciary vs. Non-Fiduciary Advisors - 6 Ways to Know the Difference
- Doug Kinsey
- 02.06.2020
- Fiduciary
Fiduciary vs. Non-Fiduciary Advisors During initial conversations with new clients, we are often asked what sets us apart from other advisory firms. Among other ...
READ MORE
Breakout
- Byron Sanders
- 01.06.2020
- Investments
May 29, 2020 Equities in the US emerged from an early May holding pattern with a strong upside move over the past two weeks. Various news items have been given credit ...
READ MORE
Artifex Market Update - Reopening
- Byron Sanders
- 18.05.2020
- Economy
Reopening May 18, 2020 Global equity markets moved irregularly but moderately higher during the first half of May. Rallies and declines have hinged on momentary bits of ...
READ MORE
I'm graduating from Harvard, and you're invited!
- Doug Kinsey
- 13.05.2020
- Masters of Liberal Arts
Friends and clients, you're Invited! As some of you may know by now, in my "spare" time, I've been working on a Masters of Liberal Arts Degree in Management at Harvard ...
READ MORE
Artifex April 2020 Market Commentary
- Byron Sanders
- 07.05.2020
- markets
May 7, 2020 April provided relief for beleaguered investment portfolios, perhaps far more than would have been expected in the wake of the six-week decline that ended in ...
READ MORE
Whatever it Takes
- Doug Kinsey
- 05.05.2020
- retirement
Within our mandate, the Fed is ready to do whatever it takes to support the economy. Believe me, it will be enough. Wait, did Fed Chief Jerome Powell really say that? No ...
READ MORE
Rebirth of Optimism?
- Byron Sanders
- 28.04.2020
- commodities
April 28, 2020 US equity prices have continued to claw back great chunks of their losses since the March lows. The S&P 500 has gained roughly 4.25% from April 15 ...
READ MORE
Covid-19 Tax Guidance for Business Owners
- Kevin O'Connor
- 15.04.2020
- tax planning
If you are in business for yourself—say, as a corporation or self-employed—payroll taxes and self-employment taxes are likely two of your biggest tax burdens. Here’s ...
READ MORE
Artifex Economic & Market Commentary April 15, 2020
- Byron Sanders
- 15.04.2020
- Economics
Rally Domestic equity prices have staged a spectacular rally from their March 23rd lows. In the past two weeks the Dow Jones Total Market Index has risen roughly 10% and ...
READ MORE
Easter Blessings
- Doug Kinsey
- 12.04.2020
- easter
Wishing you all a healthy and joyful Easter! Although this year is not a typical celebration, we hope you are able to spend some time with the loved ones in your life, ...
READ MORE
Additional Resources for Small Businesses from Goldman Sachs
- Doug Kinsey
- 07.04.2020
- Coronavirus
I received an email today from our Goldman Sachs regional director regarding resources they have posted for businesses with regards to the various programs available to ...
READ MORE
Artifex First Quarter 2020 Commentary
- Byron Sanders
- 06.04.2020
- Economics
First Quarter Market Commentary April 6, 2020 On February 19, 2020, the S&P 500 recorded its highest ever close at just over 3386, up 4.8% for the year. 2020 was off ...
READ MORE
Flash Update for Business Owners & Managers
- Doug Kinsey
- 06.04.2020
- Covid-19
One of our friends and business resources, John Mirlisena, of Mirlisena Capital Advisors, is presenting a webinar today at 5PM to review the CARES Act's SBA loan ...
READ MORE
Coronavirus Survival Guide for Businesses
- Doug Kinsey
- 26.03.2020
- Economy
One of our business partners, BizEquity, sent this informative guide to me last weekend, and I wanted to get it to our clients. In addition to a crisis update, there are ...
READ MORE
7 Key Ideas and Charts
- Doug Kinsey
- 17.03.2020
- strategy
7 Key Ideas and Charts For Perspective During This Volatile Time
READ MORE
Defensive Perimeter
- Byron Sanders
- 16.03.2020
- Investments
March 12, 2020 President Trump’s address to the nation Wednesday evening was somber and determined. While it evidenced a commitment to ensure the safety of US, the ...
READ MORE
COVID19 resources
- Doug Kinsey
- 11.03.2020
- Coronavirus
As you probably know, there is a profusion of misinformation out there on social media about the coronavirus outbreak. It is so widespread that it's being dubbed an ...
READ MORE
Lessons Learned
- Doug Kinsey
- 06.03.2020
- Investments
Today, I am starting a blog post entitled "Lessons Learned" where I will attempt to impart some thoughts and accumulated knowledge (I'd say wisdom, but that sounds a bit ...
READ MORE
Artifex February 2020 Commentary
- Byron Sanders
- 04.03.2020
- Economy
February Market Commentary March 4, 2020 February featured juxtaposed extremes of equity and bond market performance. In the first half of the month, several broad based ...
READ MORE
Artifex Financial Group Market Update
- Byron Sanders
- 28.02.2020
- Investments
February 28, 2020 Markets are attempting to quantify and discount the impact of widespread quarantines and resulting contractions of economic activity, especially in ...
READ MORE
Artifex February Market Update
- Byron Sanders
- 18.02.2020
- Investments
Rally February 17, 2020 Domestic equity prices have staged a powerful upsurge since the end of January. Fueled by strong fourth quarter 2019 earnings reports and ...
READ MORE
Words of Inspiration from Clayton Christensen
- Doug Kinsey
- 25.01.2020
- education
If you do nothing else this weekend, take 20 minutes to watch this inspirational TedX Boston talk from Clayton Christensen, one of the legends of business and education. ...
READ MORE
Artifex 2020 Outlook
- Byron Sanders
- 17.01.2020
- Investments
2020 Global Market Outlook January 14, 2020 Executive Summary Investors were delivered exceptionally strong returns last year and judging by the equity markets’ ...
READ MORE
Flash Market Update US-Iran Developments
- Byron Sanders
- 07.01.2020
- USA
January 7, 2020 Overnight January 2-3, a targeted US airstrike killed one of the world’s most notorious terrorists. Quaseem Soleimani was head of the Iranian Quds force, ...
READ MORE
IRS Issues New Cryptocurrency Guidance
- Kevin O'Connor
- 07.01.2020
- tax planning
The IRS recently issued new cryptocurrency guidance and is hot on your trail if you bought and sold cryptocurrency and didn’t report it on your tax return.
READ MORE
Good-Bye 2019!
- Byron Sanders
- 31.12.2019
- Investments
December 30, 2019 The December global equity rally has continued almost unabated over the past two weeks. Credit markets have been remarkably stable since September’s ...
READ MORE
Welcome to the Artifex Intelliplan Blog
Commentary on the world of finance, and other things
We at Artifex believe in enhancing the wisdom of our clients and readers. While most of our topics will be related to investments, personal finance, and the economy, we also endeavor to include thought-provoking commentary on topics that will help you expand your "mental models", as referred to by Charlie Munger and Warren Buffet. We want you to learn from us and others how to think logically and see the world through an informed lens.
Some of our regular topics include:
- Monthly "Savvy Cybersecurity" updates with tips to keep your data safe
- Economic and market commentary
- Financial planning and investment management best practices
- Thoughts to improve your mindset and your life
Subscribe to our Newsletter
Recent Posts
Posts by Topic
- Economy (31)
- Investments (19)
- markets (18)
- stock market (18)
- global markets (17)
- Market commentary (13)
- Covid-19 (12)
- Coronavirus (11)
- Economics (10)
- Financial Planning (8)
- inflation (8)
- bonds (7)
- stocks (7)
- tax planning (6)
- Retirement Planning (5)
- commodities (4)
- oil (4)
- retirement (4)
- Business (3)
- Business owners (3)
- CARES Act (3)
- Fed (3)
- Independence Day (3)
- Thanksgiving (3)
- interest rates (3)
- tax (3)
- 2021 (2)
- Artifex (2)
- Fiduciary (2)
- Goldman Sachs (2)
- Hanukkah (2)
- SBA (2)
- Tax Tips (2)
- Taxes (2)
- USA (2)
- advisor (2)
- cryptocurrency (2)
- decisions (2)
- easter (2)
- labor day (2)
- merry christmas (2)
- non-fiduciary (2)
- personal finance (2)
- portfolio models (2)
- strategy (2)
- trends (2)
- vaccine (2)
- 2020 (1)
- Bitcoin (1)
- Business planning (1)
- Coinbase (1)
- Corporate Governance (1)
- ESG (1)
- ESG Investing (1)
- Edward Jones (1)
- Election (1)
- Estate Planning (1)
- Fee-Only Financial Planning (1)
- Financial Happiness (1)
- Happy Holidays (1)
- Harvard (1)
- Harvard Commencement (1)
- Herbers & Co. (1)
- Iran (1)
- Life (1)
- Lou Gehrig (1)
- Masters of Liberal Arts (1)
- Merrill Lynch (1)
- Morgan Stanley (1)
- Northwestern Mutual (1)
- Outlook (1)
- PPP Loans (1)
- Passover (1)
- Rosh Hashanah (1)
- Ukraine (1)
- World Events (1)
- achievements (1)
- april (1)
- artificial intelligence (1)
- associates (1)
- behavioral finance (1)
- blockchain (1)
- cybersecurity (1)
- education (1)
- fraud (1)
- intern (1)
- january (1)
- judgment (1)
- mutual funds (1)
- november (1)
- pandemic (1)
- recession (1)
- review (1)
- scam (1)
- separation from service (1)
- severance (1)
- social security (1)
- supply chain (1)
- tariffs (1)
- team members (1)
- update (1)
- wealth creation (1)
- worst jobs in the world (1)
Get a Copy of our whitepaper
"6 Failed Beliefs That Are Damaging Your Financial Health"