Balancing Saving for Retirement Versus Enjoying Today
Most people assume that financial planners are mostly focused on helping their clients save for the future and, thus, stress the importance of delaying immediate gratification for a secure tomorrow...
Announcing My Retirement
After careful consideration and with mixed emotions, I have decided to retire from Moller Wealth Partners, effective July 31, 2024. Starting this business with my father ...
How Stock-Based Compensation Fits into a Financial Plan
There are many ways a company can compensate its employees for the work they put forward in advancing the company’s goals. While the most common is cash payments...
Options for Unspent 529 Plan Funds
As spring graduation dates rapidly approach and graduates head off to college in the coming months, it is an opportune time to review the 529 college savings plan .....
Is it Time to be Fearful?
As investment (and behavioral) managers we often talk about not letting emotions dictate our clients’ investment decisions. Emotions often lead investors to either ....
2024 - That Was Fast!
I think this new year came so fast that I not only got backed up on writing this commentary, but also, thankfully, did not seem to have time to make New Year’s resolutions .....
