Blog tagged as Investment Advisor

Risk Management: Dollar-Cost Averaging

05/25/2022 08:14 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Dollar-cost averaging is a strategy used by many investors, but is it the right choice for you?

Cryptocurrency Stablecoins as an Alternative to Low Interest Fixed Income Investments

04/01/2022 08:39 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Inflation is high. Cash and fixed income don't earn much in terms of interest. Stablecoins may be a solution for some investors to protect their principle but earn a yield that's equal to or greater than inflation.

How March Madness Is Like Investing

03/16/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Dealing with Unexpected Expenses in Retirement

02/15/2022 08:17 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

You might be able to plan for many of your retirement expenses, but there are likely going to be unexpected things that come up.

Thinking of Investing During the Market Downturn? Consider These 5 Things First

01/24/2022 10:23 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The market downturn could be a beneficial opportunity for some investors. Should you be taking advantage of today's bear market?

5 Ways to Overcome Financial Stress

01/13/2022 12:14 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Financial stress is no joke, and the anxiety you feel about your money can be crippling. If you're starting to experience financial stress, try these 5 tips.

Tax Planning in Turbulent Times

11/16/2021 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know?

Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

10/22/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

In a more recent “race to zero,” many providers are now touting commission-free trading. But is that trading really free?

Are You Confused About Investment Costs? Part 1: Fund Management Fees

10/21/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

What are your investments really costing you? If you’re not sure, you’re not alone. this article is a discussion about fund management fees

As of Now, Social Security Benefits Will Be Cut By 2034. Here Are 5 Ways to Help Fill the Gap

09/10/2021 11:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.

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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Escient Financial makes no representation as to the completeness or accuracy of information provided at these web sites.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

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