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There’s More to Financial Advice than Just Investing
For true wealth managers, investing’s just the tip of the financial advice iceberg. Their job should be to make sure ...
Everything Seems Lined Up Against the Stock Market
Given inflation risk is high, US stock market valuation is extreme, and momentum has turned negative, our outlook for equities ...
Affordability Is More Important than Mortgage Rates
You can't predict mortgage rates. So if you want to buy a house, and you’re ready financially, buy a ...
Life Insurance: Eric Figueroa Interviewed by MoneyGeek
Founding Wealth Manager Eric Figueroa answers questions about life insurance and explains how it can take back some control from ...
Racial Justice Investing: Reforming Capitalism
Impact investing has a role to play in making this a fairer world.
6 Suggestions to Defend Your Finances Against Inflation
Here are some things to consider to shore up your finances against inflation unrelated to your portfolio.