Investor Behavior: Impact of Cognitive Bias

Buy Hold Sell Post Its

Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As human beings, we all have cognitive biases. A cognitive bias is an error in thinking that occurs when we are processing and interpreting information in the world around us. It affects the decisions and judgements we make.  Oftentimes, they are a result of the brain’s…

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Rebalancing and Tax Efficient Investing

Rebalancing and Tax Efficient Investing Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As tax time approaches, thoughts often shift to what can be done to reduce this coming year’s tax liability. One of the best ways to improve your tax picture is to make sure you are taking advantage of the opportunities right…

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Retirement Planning By Decade

Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Getting ready financially for retirement is a life-long process. While saving in your 50s and 60s becomes top-of-mind, it is also important in your 20s and 30s but can be challenging with many other competing priorities. Everyone hits different milestones in their lives at different times.…

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Non-Cash Donations to Charity

Donation

Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Purpose and legacy have long been important considerations for many people as their wealth increases over time. You want to feel good by doing good, all while making sure your money goes as far as possible. There are many tax-advantaged ways to donate that are beneficial…

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Financial Advice During a Health Crisis

Financial Advice in Health Crisis

Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® It is one of the days you may fear most – you have a serious health event for the first time. This can be challenging for even the best prepared individuals. On top of the health event itself, it can be very emotional for you, your…

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