Client Resources

January 2025

Your New Year’s Financial Checklist

January 13, 2025

Paul starts the episode by talking about some innovations with nuclear power and some

Do You Know What Kind of IRA and Which Investments Are the Right Fit for You?

January 10, 2025

Today, Paul talks about the two choices you have with tax-advantaged accounts: which one

UBS Global Wealth Manager Wrong About 2024: How Much Did It Cost Investors?

January 9, 2025

Today, Paul pulls out a Kiplinger article where a UBS Global Wealth Manager goes

Our Promise to You in 2025

January 8, 2025

There is a lot of financial news and education fighting for your attention in

CNBC Asks Investors What They Think Is Going To Happen in 2025. The Results Are Not Surprising.

January 7, 2025

Apparently, investors think markets are going to go up and pundits agree. Paul and

Young Homebuyers: You Can Rent a House or You Can Rent the Money

January 6, 2025

Today, Paul and Evan have a great discussion about buying homes in a market

“If the Market Doesn’t Rally in the Next Four Days…”

January 3, 2025

Someone on CNBC is already saying, “If the market doesn’t rally in the next

None of This Counts As Comprehensive Financial Planning

January 2, 2025

Today, Paul opens the episode and answers a question about social security. Then, Evan

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