Evor C. Vattuone, CFP®
Lending Money to Family and Friends: Two ...

When asked by friends or family members to lend them money, what do you do? First, take notice of these two aspects.

Lending Money to Family and Friends: Two Factors to Consider

Investing

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From NVIDIA to Crypto ETFs: The Lure of Market Trends vs. Time-Tested Investment Strategies

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From NVIDIA to Crypto ETFs: The Lure of Market Trends vs. Time-Tested Investment Strategies

Year to date, not only have many broad markets delivered gains from acceptable to amazing, there have been the usual assortment of sizzling stocks to distract us with their dazzle. Strong market performance is welcome news. But at least in the wider investment world, we’re likely to see a different kind of response that isn’t as welcoming…

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Mind Over Market: Decoding 6 Behavioral Biases in Investing

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Mind Over Market: Decoding 6 Behavioral Biases in Investing

Here we highlight the subtle yet influential behavioral biases that often steer investors toward less-than-optimal decisions. Recognizing these mental traps can help you sidestep the blind spots your own biases might create and help you become a more confident investor.

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4 Financial Best Practices for Year End 2023

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4 Financial Best Practices for Year End 2023

If your wealth were a garden, which actions would deserve your attention? Here are our four favorite items worth tending to as 2024 approaches… plus a thoughtful reflection on how to make the most of the remaining year.  

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Unpredictable Tides: Navigating Market Changes in 2023

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Unpredictable Tides: Navigating Market Changes in 2023

This year, despite the challenges of fluctuating interest rates, looming government showdowns, and global threats, disciplined investors find themselves navigating through a sea of economic uncertainties, pondering the next move in a market marked by 'blunting' and 'sideways performance.

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Maximize Your Savings: A Guide to Mid-Year Tax Planning in 8 Steps

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Maximize Your Savings: A Guide to Mid-Year Tax Planning in 8 Steps

As the year reaches its midpoint, it's an opportune time for mid-year tax planning to potentially reduce your tax liability, maximize your retirement income, and enhance your overall financial well-being. In this 8-step guide, we explore key strategies and considerations to get you started.

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Silicon Valley Bank (SVB) Woes Spark Concerns in Banking Sector: A Closer Look

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Silicon Valley Bank (SVB) Woes Spark Concerns in Banking Sector: A Closer Look

SVB Financial Group's struggles are an example of the challenges faced by the broader financial sector as a result of the Federal Reserve's hawkish stance. In case you have questions about what this means and your portfolio exposure, read on.

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4 Ways to Apply the 80/20 Rule to Your Financial Pursuits

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4 Ways to Apply the 80/20 Rule to Your Financial Pursuits

Following the Pareto Principle (commonly known as the 80/20 rule) which suggests that 80% of an outcome is often the result of just 20% of the effort you put into it—Here are 4 financial best practices that pack a lot of value per “pound.”

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Back to the Investment Basics | Part 1: Remembering Summers Past

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Back to the Investment Basics | Part 1: Remembering Summers Past

In the face of today’s challenges and tomorrow’s unknowns, we advise looking past recent trends, and focusing instead on a handful of investment basics that have stood the test of time.

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