Gabe Fransen | February 16, 2024 Transitioning jobs often involves leaving behind retirement accounts, such as a 401(k) provided by a previous employer. While it may be tempting to overlook these accounts amidst the flurry of change, neglecting them can lead to missed opportunities for financial growth. Let’s explore the […]
Read More
Gabe Fransen | January 19, 2024 Banking Crisis The 2023 banking crisis highlighted the vulnerability of the banking sector that faced a number of challenges, including the sudden rise in interest rates and the failure of several banks: Student Loan Payments Resume Student Loan Payments started again in October after […]
Read More
Gabe Fransen | November 21, 2023 As we gather around our tables to give thanks this season, we extend our warmest wishes for a joyous Thanksgiving to you and your loved ones. In the spirit of gratitude, we’re reflecting on the many reasons to be thankful, especially when it comes […]
Read More
Gabe Fransen | October 19, 2023 The world of finance and investing is not isolated to the happenings of the world, rather it is intertwined in the web of geopolitical events that shape our global landscape. Geopolitical events, such as wars, trade disputes, elections, and natural disasters, have a profound […]
Read More
October 18, 2023 Last quarter, we mentioned that we were likely to see a pause in the market after stellar performance the first half of the year. We expected we may see some “backing & filling”, profit taking, and maybe even as much as a 10% correction. The market was […]
Read More
Gabe Fransen | September 25, 2023 Retirement planning has always been a significant concern for individuals, but in recent years, the focus has also shifted towards employers playing a pivotal role in ensuring their employees’ financial security during retirement. One of the most popular retirement savings vehicles in the United […]
Read More
Gabe Fransen | August 23, 2023 After much research and thoughtful decisions, we have chosen to place your assets at Schwab. As an industry leader, they are experienced in serving the unique needs of independent advisors like ourselves, and their clients. We know how important it is for you to […]
Read More
Gabe Fransen | July 20, 2023 In today’s fast-paced digital world, financial scams are becoming increasingly sophisticated, targeting individuals, families, and even businesses. The goal of this article is to keep you informed and equipped with the knowledge to defend against these scammers. The Rise of Financial Scammers Scammers have […]
Read More