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5 Numbers to Know Exactly Where Your Finances Stand
Most people have no idea how their finances actually stack up. Not because they’re not smart — but because nobody…
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Sequence of Returns Risk: The Retirement Threat That Can Wreck a Portfolio You Spent 30 Years Building
You’ve been a disciplined investor for decades. You lived through the dot-com crash, the 2008 financial crisis, and the COVID…
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How to Choose a Financial Advisor (Without Getting Sold)
By Matt Gagnon, CFA® | Financial Empowerment Choosing a financial advisor is one of the most important financial decisions you’ll…
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My Dad Lost $400,000. Here’s What I Did About It.
By Matt Gagnon, CFA® | Financial Empowerment My parents built something real. Growing up in the 80s and 90s, my…
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RISK MANAGEMENT CONCEPTS
Continuing this series on concepts from my professional studies for those looking to improvetheir finances. This time we’ll cover risk…
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10 Experts Predict What’s Next for Investing in 2026 (Financial Planning)
https://www.financial-planning.com/list/10-experts-predict-whats-next-for-investing-in-2026
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4 Ways Layoffs Affect the Economy — and Your Wallet (GoBankingRates)
https://www.gobankingrates.com/money/economy/ways-amazons-plus-other-recent-layoffs-could-affect-economy-your-wallet
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AI in wealth management: Practical strategies for client success (Advisor Engine)
https://www.advisorengine.com/action-magazine/articles/ai-in-wealth-management-practical-strategies-for-client-success
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Most Advisors Don’t Understand Crypto (Financial Planning)
https://www.financial-planning.com/news/most-advisors-dont-understand-crypto-or-actively-manage-it
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Planning for Multi-Year Goals – Time Value of Money Part 2
Continuing this series on concepts gleaned from my CFP® professional education, this installment is for anyone looking to improve their…
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5 Numbers to Know Exactly Where Your Finances Stand
Most people have no idea how their finances actually stack…
-
Sequence of Returns Risk: The Retirement Threat That Can Wreck a Portfolio You Spent 30 Years Building
You’ve been a disciplined investor for decades. You lived through…
-
How to Choose a Financial Advisor (Without Getting Sold)
By Matt Gagnon, CFA® | Financial Empowerment Choosing a financial…