(Redfin) Are you thinking of buying your first home? Before you hire a real estate agent or start house hunting, you need to take the time to prepare yourself financially.
Read More
(CNN Business) You're in good financial shape. You've already paid off debts, built up an emergency cash reserve, and invested for retirement. Now you've got some extra cash. What should you do with it?
Read More
(The Wall Street Journal) Jirayr spoke with the Wall Street Journal about the things you should consider when banks offer rate cuts, special pricing and other discounts and incentives.
Read More
(KTVU-TV/Fox News) It pays to know your money personality! Jirayr stopped by KTVU-TV to talk about 5 personality types that drive financial decision making and strategies to help you achieve your goals.
Read More
(Yahoo Finance) Ryan discusses how to select investments that maximize social and environmental impact. Keep these eight rules handy when constructing a socially responsible portfolio.
Read More
(Investment News) Investment advisers say their clients were surprised by higher tax bills and lower refunds this year, a shock increased by their expectations of less pain due to tax reform.
Read More
(KTVU-TV) Jump-start your spring by sparking joy with your finances. Jirayr sat down with KTVU-TV to share 5 tips to tidy up your accounts and retirement goals.
Read More
(Business Insider) A comfortable retirement is built on years of consistent saving, investing, and planning. If you're aiming to quit work in 10 years, giving attention to a few specific areas can make post-retirement life that much easier.
Read More
(Business Insider) It's never too early to start saving for retirement, unless you're also carrying high-interest debt.
Read More
(Business Insider) If you'd like to become a parent in the near future, there is one financial move you can't afford not to make.
Read More
(Investor’s Business Daily) Advisors with a virtual workforce face a variety of challenges, from fostering a unifying culture to measuring the performance of off-site employees.
Read More
(Plan Francisco) Every firm has its own story. Jirayr shared Citrine's with Plan Francisco.
Read More
(Business Insider) For many people, the best way to start investing is to contribute money to their 401k or other employer retirement plan with a company match.
Read More
(KTVU-TV/Fox News) Ryan stopped by KTVU-TV to share five mistakes we should avoid making with our credit cards.
Read More
(KTVU-TV/Fox News) Jirayr stopped by KTVU-TV to talk about how to protect your investments amid market volatility.
Read More
(The New York Times) Ryan spoke with the New York Times about the impending IPOs and the importance of being prudent with newly acquired wealth.
Read More
(ABC News) Taxpayers might be noticing a smaller refund this year. Jirayr stopped by ABC News to talk about how the tax law changes impacted our withholding.
Read More
(US News & World Report) The challenge for beginning investors lies in determining how to invest contributions for maximum returns, while balancing risk and cost in the equation.
Read More
(InvestmentNews) Television ads launched Monday by the Certified Financial Planner Board of Standards Inc. feature a lesbian couple, a move intended to promote CFPs to the gay community.
Read More
(Huffington Post) The concept of retirement conjures different images for different people. And it can be really hard to get there. But one thing’s for sure: We all look forward to the day when we can quit work for good ― the sooner, the better.
Read More