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    Asad selected as one of Financial Planning’s 2021 Rising Stars
    Asad Gourani, CFP®

    Asad selected as one of Financial Planning’s 2021 Rising Stars

    It’s with pleasure that we share that Asad was selected as one of Financial Planning’s 2021 Rising Stars. This list celebrates 10 early...
    Chart of the week: 1 Year In
    Asad Gourani, CFP®

    Chart of the week: 1 Year In

    One year ago this week, state after state started issuing stay-at-home orders and imposing lockdowns that effectively brought the economy...
    Chart of the week: Reddit Rebellion
    Asad Gourani, CFP®

    Chart of the week: Reddit Rebellion

    GameStop (NYSE:GME) up more than 1600% month to date with most of the mania happening in the past week fueled by Redditors rebelling...
    Chart of the week: Student Loans
    Asad Gourani, CFP®

    Chart of the week: Student Loans

    The Biden administration has officially paused student loan payment yet again through the end of September of 2021, and while there is no...
    Chart of the week: Value Stocks Are Back (Well, At Least For Now)
    Asad Gourani, CFP®

    Chart of the week: Value Stocks Are Back (Well, At Least For Now)

    Since September, we finally began seeing a rotation in these trends led by optimism around the newly available vaccines in the market.
    #MarketBits: Why The S&P500 Cyclically Adjusted P/E Ratio Might Not Be Giving The Right Picture.
    Asad Gourani, CFP®

    #MarketBits: Why The S&P500 Cyclically Adjusted P/E Ratio Might Not Be Giving The Right Picture.

    One of the most widely used valuations metrics used over the past few years has been the Shiller Ratio (or commonly known as the S&P 500...
    Ready to join the F.I.R.E Movement? Not so fast.
    Asad Gourani, CFP®

    Ready to join the F.I.R.E Movement? Not so fast.

    Over the last few years, the FIRE (Financial Independence, Retire Early) community has gained a tremendous amount of popularity.
    Target Date Funds: The Good and the Bad
    Asad Gourani, CFP®

    Target Date Funds: The Good and the Bad

    Do you know when you are looking to retire? A target-date fund might be an option for you if you have an estimated retirement date in...
    Roth Conversions: Here's what you need to know
    Asad Gourani, CFP®

    Roth Conversions: Here's what you need to know

    A Roth conversion sounds like a highly technical and formidable thing, but it doesn’t have to be. The process itself is quite simple. It...
    Is My Social Security Taxable?
    Asad Gourani, CFP®

    Is My Social Security Taxable?

    Millions of Americans depend on their social security benefits month after month. These monthly payments are what supplement the...
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