Blog by Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Understanding and Navigating the Recent Market Volatility

08/07/2024 03:37 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding and Navigating the Recent Market Volatility
Recent market volatility, driven by factors such as mixed economic data, geopolitical tensions, and interest rate speculations, highlights the importance of long-term investment strategies and seeking professional financial guidance.

Understanding the Yield Curve and Its Impact on Investments

08/04/2024 09:05 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding the Yield Curve and Its Impact on Investments
The yield curve, currently inverted, is a critical economic indicator that signals potential recessions, and understanding its behavior, especially as it un-inverts with potential interest rate cuts, is essential for informed investment decisions.

5 Things You Need to Know About Self-Directed IRAs

07/30/2024 06:24 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Things You Need to Know About Self-Directed IRAs
A self-directed IRA (SDIRA) offers greater investment flexibility, allowing for alternative assets like real estate and precious metals, but requires a higher level of responsibility and understanding of associated rules and fees.

Should You Invest in a Spot Ethereum ETF?

07/23/2024 02:31 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should You Invest in a Spot Ethereum ETF?
Spot Ethereum ETFs are now available for investing. Here's a discussion of what they are, how you can invest in them, and what they could do for your porfolio.

Equity Compensation Series: Restricted Stock Units

07/18/2024 05:28 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Restricted Stock Units
Restricted Stock Units (RSUs) are equity compensation tools that provide company shares to employees upon fulfilling vesting conditions. Proper financial planning is essential to effectively manage the risks and optimize the benefits associated with RSUs.

5 Emotional Roadblocks that Could Halt a Successful Estate Plan

07/11/2024 12:01 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Emotional Roadblocks that Could Halt a Successful Estate Plan
Establishing a successful estate plan involves overcoming emotional roadblocks with practical steps to manage difficult conversations and ensure your wishes are honored and your loved ones are protected.

Path to Financial Freedom: Achieving Independence Beyond the 4th of July

07/03/2024 01:09 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Path to Financial Freedom: Achieving Independence Beyond the 4th of July
Achieving financial independence involves understanding personal goals, calculating necessary savings, and creating a tailored financial plan with the help of a financial planner.

Equity Compensation Series: Restricted Stock

07/02/2024 10:36 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Restricted Stock
Restricted stock is a form of equity compensation that involves shares granted to employees with certain vesting conditions and tax implications, requiring careful financial, investment, tax, and estate planning to maximize benefits and manage risks.

The Many Misconceptions About Bitcoin

06/27/2024 11:12 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
The Many Misconceptions About Bitcoin
There are some common misconceptions and inaccuracies about Bitcoin. With a balanced and factual approach it's possible to get a clearer understanding of Bitcoin's potential as a legitimate investment asset.
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