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

Building Wealth & Savings

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The 529 to Roth IRA Rollover Opportunity in 2024

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The 529 to Roth IRA Rollover Opportunity in 2024

Thanks to updates in the SECURE 2.0 Act concerning retirement and education savings, 2024 brings the newfound flexibility to repurpose unused 529 funds for retirement savings—an option that wasn’t previously available. Read More >

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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. Read More >

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Six Financial Best Practices for Year-End 2022

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Six Financial Best Practices for Year-End 2022

To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil. How will all the excitement translate into annual performance in our investment portfolios? While we wait to find out, here are six action items worth tending to before 2022 is a wrap.

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Back to the Investment Basics | Part 2: First Save, Then Invest

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Back to the Investment Basics | Part 2: First Save, Then Invest

Turn your biases on their head, by putting them to work for rather than against you. By pairing your saving goals with inertia-based rules and processes, you’re far more likely to succeed.

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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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Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

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Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

Is rising inflation souring your financial plans? Outside of your core portfolio, there is a potentially sweet deal for turning some of inflation’s lemons into lemonade. We’re talking about U.S. Series I Saving Bonds (“I Bonds”).

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Update to Ukraine, Remaining in the Market and Diversification

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Update to Ukraine, Remaining in the Market and Diversification

We continue to see this war rage on, taking the inevitable, somewhat random, and horrible path that wars always do. But, because we're advisors, we want to take a step back and illustrate how being "in the market" and being diversified is very important, even (and especially) during volatile times.

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Fighter Planes and Market Turmoil

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Fighter Planes and Market Turmoil

Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness.

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Six Financial Best Practices for Year-End 2021

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Six Financial Best Practices for Year-End 2021

Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books.

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It’s Time to Get Reacquainted with Survivorship Life Insurance

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It’s Time to Get Reacquainted with Survivorship Life Insurance

With the $3.5 trillion dollar infrastructure bill facing a reconciliation vote, high income earners and the ultra wealthy are clearly in the crosshairs of tax hikes, putting the need for estate liquidity back on the forefront of transfer tax planning. Read More >

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Cryptocurrency – Earning, Storing, and Spending (Part 2 of 3)

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Cryptocurrency – Earning, Storing, and Spending (Part 2 of 3)

In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to earn, store, and spend their bitcoin or similar crypto assets.

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Eight “Best/Worst” Wealth Strategies During the Coronavirus

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Eight “Best/Worst” Wealth Strategies During the Coronavirus

For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted. Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.

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