Jason Preti, CFP® 
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.
Stop guessing your life insurance needs! Learn how to calculate coverage for income replacement, debt, & education. Get a custom plan from a CFP®.
Ready to upgrade your role from a hands-on coder to the CEO of your finances? See how a financial advisor helps you delegate and build durable wealth.
Achieve Financial Peace: Decode 2025 tax changes. Smart strategies for marriage, new babies, divorce, and senior deductions.
Life events reshape taxes. Explore 2025 insights on marriage, kids, divorce, and senior deductions. Get smart tax tips for your financial journey.
What is stagflation? Explore its causes, historical context, and current risks. Discover strategies to build financial resilience against economic challenges.
Is your portfolio too concentrated in employer stock? Understand the risks of RSUs & ESPPs. Protect your wealth through smart diversification strategies.
Avoid costly tax mistakes on your equity. Learn qualified vs. disqualifying dispositions, detailed ESPP/RSU tax rules, and optimal divesting strategies.
Welcome to Financial Wellness Month, January 2025—a perfect time to take control of your financial health. The new year brings a fresh opportunity to reflect on personal financial goals and make decisions that can enhance your long-term financial stability. As we navigate through 2025, we face both challenges and opportunities, including legislative changes, increased savings … Read more
In today’s hyper-connected digital world, the allure of “DIY investing” has never been stronger. With a seemingly endless stream of online articles, social media gurus, and powerful trading apps at your fingertips, it’s remarkably easy to fall into the trap of believing that mastering the stock market is simply a matter of a few clicks and a … Read more