Boo! I’m Two!
November 4, 2022 Hi there Alpha Planning family – Aubrie here checking in. I’ve had a busy rest of my summer, let me tell you! I’ve learned how to talk, …
Medicare Changes Retirees Need to Know About
New laws are here! The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a …
Are we Headed for a Recession?
The Impact of a Potential Recession From the naked eye, the financial markets look concerning. The S&P 500 is coming off its worst week since the early days of Covid-19 …
Happy Summer Y’All!
June 18, 2022 Howdy again everyone – Aubrie here! I don’t like to stay still for very long, but my dad told me that a lot of you have been …
For the Charitably Inclined – Follow Your Passion
I’m frequently asked by clients, “Aaron, I want to give back, but outside of Salvation Army or my church, what are some good charities and how should I donate?” That …
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Endowment Effect – The Tendency to Prefer What We Already Own
Once investors conquer the hurdle of saving versus spending as I discussed in my previous behavioral finance article “Delayed Gratification,” they are then faced with the challenge of overcoming certain …
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Howdy!
March 14, 2022 Hi everyone! After talking with Archer & Wally recently, they told me that I should continue their tradition of sharing life’s insights from my unique perspective. I …
Is there value in a 0% return?
As many of our retired clients know, there are a number of pieces to the retirement puzzle. For those of you who have gone through our developed and refined process …
Delayed Gratification – Why is it so hard to wait for what we want?
In the financial industry, the focus is frequently directed towards technical information – tax rates, stock valuations, price to earnings ratios, alpha, beta, etc. Obviously, these metrics are an integral …
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What is the Deal with Cryptocurrencies?
Cryptocurrencies have been a hot button topic over the past 12-18 months. We are often asked casually if we believe in crypto as a viable portfolio addition or not. Opinions …