How Including Risk-Adjusted Return Can Improve Your Portfolio

04/05/2024 12:38 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Including Risk-Adjusted Return Can Improve Your Portfolio
Risk-adjusted return stands as a beacon guiding investors toward smarter, more efficient portfolio management. But what does it mean and why should it matter to you?

How to Trick Yourself Into Saving Money

03/27/2024 06:11 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Trick Yourself Into Saving Money
Saving money can feel like such an impossible task to do, especially when the temptation to spend has gotten so high.

How Does an Umbrella Insurance Policy Work?

03/21/2024 12:33 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How Does an Umbrella Insurance Policy Work?
An umbrella insurance can extra peace of mind, but what is it and what does it cover? Find out here.

5 Entertaining Movies that Can Teach You a Thing or Two About Money

03/10/2024 01:46 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Entertaining Movies that Can Teach You a Thing or Two About Money
Ready to take a break and settle in with some movies? Here are 5 movies that not only entertain you but teach you a couple money lessons at the same time.

Traditional vs Roth IRAs: Which is Better for You?

03/08/2024 01:48 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Traditional vs Roth IRAs: Which is Better for You?
When choosing between a traditional IRA and a Roth IRA it's important to look at the key differences between them.

How to Save For a Downpayment

02/29/2024 04:49 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
How to Save For a Downpayment
The traditional way to purchase a home is to make a downpayment when financing the purchase with a mortgage. Here are some tips for saving for a downpayment.

Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.

02/15/2024 11:58 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.
You may think you need to choose a financial advisor in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.
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