Self-Directed Investing vs Real Wealth Planning: The Hidden Gap
Stop managing your finances in silos. Learn why investing alone is not enough and how coordinating tax, risk, and estate planning maximizes wealth.
Jason Preti, CFP®
Are You Drowning in Data? The Trap of Analysis Paralysis for Self-Directed Investors
The cost of inaction is immense. See the three signs you are suffering from analysis paralysis and how to break the cycle of endless research.
The Enemy Within: How Behavioral Biases Sabotage Even the Smartest DIY Investors
Stop sabotaging your returns. Learn how Loss Aversion, Confirmation Bias, and Recency Bias drive poor investment decisions and how to fix them.
Beyond the 60/40: Incorporating Buffer ETFs and Digital Assets for the Modern Tech Portfolio
The 60/40 model is broken. See how a fiduciary RIA uses Defined Outcome ETFs for downside protection and strategic digital assets for asymmetric growth.
Life Insurance as a Planning Tool
Stop guessing your life insurance needs! Learn how to calculate coverage for income replacement, debt, & education. Get a custom plan from a CFP®.
The Ultimate Guide: Strategic Tax Planning for Life’s Major Milestones
Life events reshape taxes. Explore 2025 insights on marriage, kids, divorce, and senior deductions. Get smart tax tips for your financial journey.
Feeling the Squeeze? Understanding Stagflation in Today’s Economy
What is stagflation? Explore its causes, historical context, and current risks. Discover strategies to build financial resilience against economic challenges.
Potential Concentrated Portfolio Risk with RSUs and ESPPs
Is your portfolio too concentrated in employer stock? Understand the risks of RSUs & ESPPs. Protect your wealth through smart diversification strategies.
How to Sell RSUs Without Wrecking Your Tax Plan
Avoid costly tax mistakes on your equity. Learn qualified vs. disqualifying dispositions, detailed ESPP/RSU tax rules, and optimal divesting strategies.
Your Ultimate Annual Financial Health Review for 2025
The appeal of a simple financial checklist is undeniable. But when it comes to long-term wealth, simply checking boxes isn’t enough; you need a coordinated annual review. Your finances are not a collection of separate accounts—they are a complex, interdependent system where a mistake in one area (such as poor debt management) can negatively affect … Read more