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The U.S. Economy Dodged A Bullet in 2019

December 22, 2019

There is very little doubt that the U.S. economy narrowly avoided a recession this year. We faced numerous concerns that threatened economic growth, and…

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Saavy Man Tax Loss Harvesting

Is Tax-Loss Harvesting Worth it? | The Ultimate Guide

December 5, 2019

What is tax-loss harvesting? In its purest form, tax-loss harvesting is designed to save you money on your realized taxes today…

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Year End Financial Planning Checklist

Your Year-End Financial Planning Checklist, Ep 8

November 15, 2019

This year-end financial planning checklist is the perfect tool for ensuring that your habits line up with your financial goals. We’ll cover a range…

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Helpful Information On Social Security With Brody Rosenfeld

Helpful Information on Social Security with Brody Rosenfeld, Ep 7

November 1, 2019

You can never have too much information on Social Security. Brody Rosenfeld is on the Solid Financial Advice podcast today to help me dissect…

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Yearend Financial Checklist Book Image

Year-End Financial Planning Checklist

October 19, 2019

Year-end is the ideal time to take stock of your finances and match them up with your goals and aspirations. Making a few strategic…

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Why Active Fund Management Often Underperforms

Why Most Active Fund Management Often Underperforms, Ep 6

October 18, 2019

Some of the most famous investment advisors out there are involved in Active Fund Management – big name people like Warren Buffett and George…

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How I Set My Sights On The Career Of My Dreams

Hi. I’m Ryan. Nice to meet you. Ep 5

October 4, 2019

There are many roads you could take to become a financial professional and my road was one that didn’t necessarily seem like the natural…

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Is The Inverted Yield Curve A Predictor Of Recession

Is The Inverted Yield Curve A Predictor Of Recession? Ep 4

September 20, 2019

There is a lot of talk in financial circles about the inverted yield curve and how it might be indicating bleak economic times ahead….

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College Costs Rising

How to Get a College Education Without Mortgaging Your Future

September 16, 2019

A recent article discussing why college is so expensive had me thinking as to the true reasons. With two young children and many clients…

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