Feb 1 2020How can I develop financial discipline in my life?
So many of us are consumed with contributing to our retirement accounts that it’s easy to ignore our budget and unleash our impulsive spending habits...Jan 20 2020Client Newsletter 1Q20
We had an incredible 2019, but will that create some unhealthy financial habits? Read Petr's thoughts on 2019 and what to look forward to in 2020.Jan 2 2020How can I make meaningful resolutions that will help my family?
What are your New Year's resolutions? Workout routines are a great, but it's time to make sure you and your family are financially secure.Dec 2 2019How Can I Give More to My Loved Ones and Less to the IRS?
How can I give more to my loved ones and less to the IRS? Let’s learn from hypothetical Mike & Donna. These examples apply to those working and retired.Nov 1 2019How to Enjoy the Holidays Without Breaking the Bank
It’s the most wonderful time of the year . . . but also the most expensive. Here are 5 tips to help you stick to your budget and enjoy your holiday season!Oct 11 2019Investment Newsletter 4Q19
Read Stuart's investment newsletter for a quick update and refresher on the markets, economy, and how they affect your investments.Oct 10 2019Client Newsletter 4Q19
When your world suddenly turns upsidedown, you realize how important planning is. Read Petr's letter to find out what happened this summer...Jul 11 2019Investment Newsletter 3Q19
Read Stuart's letter for an update on the markets and investments. The strong rally in 1q19 is flattening out and low-interest rates have limited downside.Jul 11 2019