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Grow Your Knowledge
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
The passive income trap: Why total return is a smarter strategy for 2025
For many investors the appeal of creating passive income from their portfolio is strong. The idea of generating a steady stream of cash flow from income-based investments is intuitively attractive. However, focusing too narrowly on income can often lead to unintended consequences, such as lower long-term growth and tax inefficiencies. A more effective approach for ... Read more
The cautious case for REITs: Why I'm avoiding real estate stocks in 2025.
REITs have long been a popular asset class for income and diversification. However, the current economic landscape presents a challenging combination of headwinds for REIT investors. Here is why we're cautious about REITs today.
Big Changes to Your Taxes and Savings: A Simple Guide to the 'One Big Beautiful Bill Act'
A major new law, the “One Big Beautiful Bill Act” (OBBBA), was signed on July 4, 2025, and it’s set to make some significant changes to your financial life. Think of it as an update to the tax cuts of 2017, but with new rules for everything from your paycheck to saving for college and ... Read more