Hot Takes with a Long-Term Point-of-View

We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.


Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm. 

Featured Posts

Tarren Schaar is now a CFP® Professional

We are very proud to announce that Tarren Schaar became a CERTIFIED FINANCIAL PLANNER™ professional in February. Earning the CFP® certification means Tarren has joined a select group of competent and ethical personal financial planning advisors.

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