Your Portfolio During Volatility and Inflation

Written By: Nick Ziarek, CFP® , CFA After markets set record highs the first few days of 2022, they have been on a steady decline. The new year ushered in a renewed focus on inflation. The government’s most common inflation measure is the Consumer Price Index (CPI) which pushed through 7% in January and hit 7.87%…

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Non-Cash Donations to Charity


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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Digital Currency Versus Bitcoin and the Future of Money

By Daniel Burrus – one of the World’s Leading Futurists on Global Trends and Disruptive Innovation. When Bitcoin debuted in 2009, I published an article making a few predictions using my Hard Trend Methodology that have proven to be highly accurate. While I stated that cryptocurrency and blockchain technology represented a Hard Trend that would grow exponentially,…

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Bitcoin – Should you “invest?”

Canva Bitcoin 3.02.21

By Nick Ziarek CFP®, CFA Should you “invest” in Bitcoin? The popularity of cryptocurrencies, and in particular Bitcoin, center around people’s varying beliefs in its role in the global landscape both today and in the future.  Bitcoin can be viewed as a store of value, a decentralized replacement to fiat (paper) currency, or a long-term…

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