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Jeran Van Alfen, CFP®
Jun 10, 2023
Diversification: Why there’s more to your portfolio than the S&P 500
Many times, when we hear references to “the market” or “the stock market” people are talking about the S&P 500. This index has become...
Jeran Van Alfen, CFP®
May 5, 2023
3 Things to Know When Financial Planning for College
Financial planning for college is an important process. I have had many conversations with clients over the years about paying for...
Jeran Van Alfen, CFP®
May 4, 2023
Fed Note: May 3, 2023
The Federal Reserve Open Market Committee raised the Fed funds rate today by 0.25% to a new range of 5.00-5.25%. The vote was unanimous....
Jeran Van Alfen, CFP®
Apr 15, 2023
Cash Safety Memo
The collapse of Silicon Valley Bank left many questioning the safety of their bank deposits and what they can do to protect themselves...
Jeran Van Alfen, CFP®
Apr 1, 2023
The Number You Need to Know for Retirement
I remember a commercial a while ago from a financial company that posed the question, “What’s your number?” The ad referred to that...
Jeran Van Alfen, CFP®
Apr 1, 2023
Mindful of Your Money
I am reading a book right now called Advice Not Given: A Guide to Getting Over Yourself. By Mark Epstein. From the book, I thought I...
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