by Bryan Wisda, CFP® | Sep 9, 2024 | Advanced Planning, Investment Management, Tax Planning
When it comes to retirement accounts like IRAs, the promise of tax-deferred growth is a central appeal. However, as many investors discover too late, not all investments are well-suited for these tax-advantaged accounts. Master Limited Partnerships (MLPs), while often...
by Bryan Wisda, CFP® | Sep 1, 2023 | Investment Management
In the dynamic world of finance, there’s a recurring notion: “Now is not the right time to invest in the stock market.” Whether you’re new to investing or have been at it for years, this feeling of trepidation is universal. But if you dig...
by Bryan Wisda, CFP® | Jun 13, 2023 | Investment Management, Wealth Protection
Whenever inflation is high, investors ask, “Have stocks kept up with inflation?” YES! Over time, stocks have not only kept up with inflation but outpaced inflation by a considerable margin. Here’s a video showing the result… For more...
by Bryan Wisda, CFP® | Oct 12, 2022 | Investment Management
Congratulations Professor Douglas Diamond on being awarded the 2022 Nobel Prize in Economic Science. Professor Diamond is a professor of finance at the University of Chicago. He is also an independent board member for Dimensional Fund Advisors (DFA). Professor Diamond...
by Bryan Wisda, CFP® | Aug 30, 2022 | Investment Management
Early in 2022, the Federal Reserve made statements of its intent to raise interest rates due to high inflation. This was not a subtle statement. It was an outright announcement. Rarely do financial advisors get to look into a crystal ball, this was one! By announcing...
by Bryan Wisda, CFP® | Apr 11, 2022 | Investment Management
One of the challenges of owning actively managed mutual funds comes when the mutual fund has unexplained poor performance and you resultantly want to sell the fund to replace it. Thus you have to evaluate your actively managed mutual funds versus embedded capital...
