Objective Advice You Can Trust
Year-End Portfolio Checkup: 6 Tax-Smart Tips
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…
Are You on Track for Retirement?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
As a financial planner, I receive questions on a daily basis regarding individual’s finances. While every question is different, ultimately…
Retirement Planning: Are You Doing the Right Things?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance. …
Do You Have the Right Investments?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The answer has less to do with finding the single perfect stock or mutual fund. In fact, the key to…
Behavioral Finance Quiz: This Is Your Brain on Money
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The human brain is not a rational economic actor. When faced with uncertainty, even the best investing minds may throw…
8 Behavioral Biases That May Hurt Your Investments
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Do you feel the pain of loss more than the joy of gains? How to separate emotions from investing. It’s…