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Jeran Van Alfen, CFP®
Nov 3, 2024
Election Commentary: 5 Things to know about the election and your money
During election seasons it is easy to become short-sighted. Anxiety, fatigue and overwhelm all seem to be common emotions
Jeran Van Alfen, CFP®
Feb 7, 2021
Q1 2021 Market Update and Portfolio Update
A brief summary of our perspective on the current state of the markets and economy
Jeran Van Alfen, CFP®
Sep 6, 2020
A Fidelity Viewpoint: Election 2020, What it Could Mean for Investors.
Fidelity recently posted a viewpoint that breaks down what their asset managers are watching for in the upcoming Presidential Election.
Jeran Van Alfen, CFP®
Sep 6, 2020
Republican or Democrat: What is best for the stock market?
It is natural to feel concerned about which political party might be better for the stock market
Jeran Van Alfen, CFP®
Jul 25, 2020
2020 Mid Year Progress Review Video
Please enjoy our mid year commentary.
Jeran Van Alfen, CFP®
Jun 28, 2020
Halfway Through 2020: Where Are We Now?
As we approach mid-year in a year that feels like a whirlwind, let’s examine some key information
Jeran Van Alfen, CFP®
May 2, 2020
Gratitude for the Resilience of the Human Spirit
When I think about what can happen in the scope of a lifetime and the resilience of our human spirit, I am grateful and optimistic
Jeran Van Alfen, CFP®
Mar 28, 2020
Video: Frequently Asked Questions about Recent Market Volatility
It's important to keep things in perspective. This video includes a presentation on frequently asked questions during the last month
Jeran Van Alfen, CFP®
Oct 5, 2019
Client FAQs and Information
Our goal is to always provide simple access to the information that you need and continually provide education...
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