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Elections & Your Money

Nate Baim, MBA, CFP®

Mar 11, 20246 min read

Elections & Your Money

Loss Aversion and Sequence of Returns

Nate Baim, MBA, CFP®

Feb 19, 20246 min read

Loss Aversion and Sequence of Returns

How Expectations Around the Fed, Banks and the Economy Affect Investors

Nate Baim, MBA, CFP®

Feb 9, 20246 min read

How Expectations Around the Fed, Banks and the Economy Affect Investors

The Importance of Investing Early

Nate Baim, MBA, CFP®

Feb 4, 20246 min read

The Importance of Investing Early

How the Federal Budget Battle in Washington Impacts Investors

Nate Baim, MBA, CFP®

Jan 20, 20246 min read

Commentary / Current Topics

How the Federal Budget Battle in Washington Impacts Investors

Five Insights to Understand Markets in 2024

Nate Baim, MBA, CFP®

Jan 8, 20245 min read

Five Insights to Understand Markets in 2024

Why Bonds Are Increasingly Attractive

Nate Baim, MBA, CFP®

Dec 14, 20235 min read

Why Bonds Are Increasingly Attractive

What Seasonal Patterns Mean for Investors

Nate Baim, MBA, CFP®

Dec 5, 20234 min read

What Seasonal Patterns Mean for Investors

How Corporate Profits and Dividends Affect Investor Returns

Nate Baim, MBA, CFP®

Dec 1, 20234 min read

How Corporate Profits and Dividends Affect Investor Returns

Why Investors Can Be Thankful After a Volatile Year

Nate Baim, MBA, CFP®

Nov 22, 20234 min read

Why Investors Can Be Thankful After a Volatile Year

What the Market Correction Means for Long-Term Investors

Nate Baim, MBA, CFP®

Oct 31, 20235 min read

What the Market Correction Means for Long-Term Investors

Is Your Net Worth Keeping Up?

Nate Baim, MBA, CFP®

Oct 23, 20234 min read

Is Your Net Worth Keeping Up?

What Washington Politics Mean for Investors

Nate Baim, MBA, CFP®

Oct 17, 20235 min read

What Washington Politics Mean for Investors

How Middle East Conflicts Have Historically Impacted Markets

Nate Baim, MBA, CFP®

Oct 13, 20235 min read

How Middle East Conflicts Have Historically Impacted Markets

Should You Max Out Your 401(k) Contributions?

Nate Baim, MBA, CFP®

Sep 29, 20236 min read

Retirement Planning

Should You Max Out Your 401(k) Contributions?

Staying Stable with Sudden Wealth

Nate Baim, MBA, CFP®

Jun 9, 20235 min read

Life Management

Staying Stable with Sudden Wealth

Financial Capability Beyond April

Nate Baim, MBA, CFP®

Apr 18, 20236 min read

Life Management

Financial Capability Beyond April

Tax Planning for Working Professionals

Nate Baim, MBA, CFP®

Apr 7, 20237 min read

Tax Planning for Working Professionals

Powell's Not Done: January Recap and February Outlook

Nate Baim, MBA, CFP®

Feb 9, 20236 min read

Powell's Not Done: January Recap and February Outlook

Unlock the Potential of Your RSUs

Nate Baim, MBA, CFP®

Jan 11, 202314 min read

Equity Compensation

Unlock the Potential of Your RSUs

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