Nick Ziarek
The Scoreboard Doesn’t Lie: The Long-Term Case for Index Funds
The Scoreboard Doesn’t Lie: The Long-Term Case for Index Funds Written By: Nick Ziarek, CFP®, CFA® Twice a year, S&P Dow Jones Indices publishes a report card called the SPIVA (S&P…
Read MoreTip of the Month | August 2026
Tip of the Month | August 2026 Trump Accounts Now Available Written By: Nick Ziarek, CFP®, CFA® These new tax-advantaged investment accounts are designed to help children get an early start on…
Read MoreRethinking Retirement Income Planning
Rethinking Retirement Income Planning Written By: Nick Ziarek, CFP®, CFA A question that often comes up in our meetings as clients start to entertain the idea of retirement is, “What is my number?…
Read MoreTip of the Month | February 2026
Tip of the Month | February 2026 Gather Tax Documents Written By: Nick Ziarek, CFP®, CFA It’s tax season! Keep an eye out for these forms when preparing: 1099-R: If you…
Read MoreA Year in Review: Economic Updates from 2025
A Year in Review: Economic Updates from 2025 Written By: Nick Ziarek, CFA, CFP® As we close the year, financial markets reflect a period of adjustment, resilience, and renewed confidence in…
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