Posts by Nick Ziarek
A Year In Review: Economic Updates
A Year in Review: Economic Updates from 2022 Written By: Nick Ziarek, CFP®, CFA As 2022 comes to a close, we look back on what was a rocky year by…
Read MoreThe Difference Between RIAs and Broker-Dealers
The Difference Between RIAs and Broker-Dealers Written By: Nick Ziarek, CFP®, CFA When searching for a financial advisor, there are many options and terms used to define a firm’s role and…
Read MoreTip of the Month | September 2022
Reminders for Charitable Giving Written By: Nick Ziarek, CFP®, CFA 1) You maximize the tax efficiency by donating appreciated stock compared to cash. 2) If you write checks to charity directly…
Read MoreThe Worst Bond Market Ever
The Worst Bond Market Ever Written By: Nick Ziarek, CFP®, CFA The first half of the year presented many challenges for the markets: the Russia/Ukraine conflict, inflation climbing to 40-year…
Read MoreWhat is Happening with Inflation?
What is Happening with Inflation? Written By: Nick Ziarek, CFP®, CFA Inflation is everywhere you look: airfares, dining out, groceries (both in the form of price and shrinking packaging), and…
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