True Fee-Only Financial Planning & Investing
"If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place."
Steve Stanganelli, CFP®, CRPC®, NAPFA Registered Financial Advisor
Newsletter Roundup: Choose Your Own News …
Whether you are a retiree or an investor accumulating for a goal, you probably have fixed income assets in your portfolio - at least you should. With the prospect of higher interest rates on the radar, investors need to consider bond ETFs to hedge
With Greek default imminent, what's next? Investing when the sky is falling is a stomach-churning exercise. You have to have faith - in yourself, your investment managers and your plan - as well as a medicine cabinet filled with bottles of Tums.
We all invest for different reasons but one thing we have in common is that we don't want to lose money. As an investor you want to buy low and sell high. And you want to protect your nest egg from large market losses that may devastate your
Can index investing be too good for investors? If everyone just follows the market, will we all fall of the cliff together? I don't think so. But I'm biased here. For those who are clients, you know that index investing is at the core of my
A lot has been written about the trend toward automated online investment platforms that rely on mathematical models and algorithms. Can robo advisors replace financial planners? I don't think so. In the long-run, they can work together. I believe
If you want to be prepared for your retirement, then take charge of your financial future. Unlock the power of your self-directed IRA. Are you tired of making investments that someone else thinks are good for you? Would you like to make
While many are still recovering from another tax season, you may benefit by looking ahead to do tax planning to lower your income tax bill when you sell a business or property. Whether you are an owner of a privately-held business or investment
Common 1040 Mistakes to Avoid You may be in a rush to get your tax returns filed but take some extra time to avoid common tax filing mistakes that I see all the time. These slip-ups often creep into federal and state tax returns. No one
Working with people's investments ultimately leads to questions like this: Is it a good time to buy Haliburton stock or oil stock or whatever? As I tell clients, I'm a 'planner' not a 'prophet' but if you plan well you'll probably make a
Imagine a forty-year retirement. That's a lot of golf and travel and the 'honey do' list at home may actually get finished by then. But really, what would you do if this happens to you? Your retirement planning needs to begin now. Your