David DeWitt, CFP®

3 min read

Making Pre-Holiday Plans: Three Portfolio Moves to Gift Yourself

Before the holiday season kicks off, focusing on some year-end portfolio housekeeping will set you up to be positioned for 2022. While the Grinch (or certain senators) came for the Build Back Better Act, the price tag is still well over a trillion...

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the value of a financial advisor

4 min read

The True Value of an Advisor

The primary role of a financial advisor is creating a diversified portfolio that has the potential to meet your long-term goals. But the most...

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stablecoin

3 min read

What are Stablecoins?

One of the easiest ways to understand stablecoins and their purpose is by thinking of traditional finance. For example, let’s say that you own stocks...

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Buying a house

3 min read

Buying your First House

“It takes as much energy to wish as to plan” – Eleanor Roosevelt Owning your own home isn’t just about creating your dream of personal space – it’s...

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4 min read

Safeguarding and Passing On Your Digital Assets

Google searches for “cryptocurrency” hit all-time highs in May.1 A survey from CNBC found that 1 in 10 people now invest in crypto. Of that group,...

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asset allocation

2 min read

Asset Allocation Should Reflect your Goals

Determining your portfolio goals and your risk tolerance is the first step in creating an investment strategy. The next step is to deploy the...

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home equity loan

3 min read

Tapping into Home Equity to Build Wealth

The expansion of prices in the housing market combined with record-low interest rates means that families across the country are growing their net...

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emergency fund

2 min read

Build your Emergency Fund

Emergency borrowing always has a high cost. Credit cards charge 20%. Early 401(k) withdrawals come with a 10% early withdrawal penalty on top of...

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balanced portfolio

3 min read

How do you Build a Balanced Investment Portfolio?

Building a Balanced Portfolio The first step in creating a balanced portfolio is to realize that the “balance” doesn’t refer to the investments...

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Treat your career like a sport

3 min read

How to Treat your Career like an Athlete

When thinking about your career, it might seem odd to make comparisons to a sport. But when you zoom out and look at the similarities, they’re more...

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