November 4, 2020 | Independence Advisors
On episode 15 of The Wealth Cast, Charles talks with Pat Runyen of Independence Advisors about year-end financial planning. They cover pro forma tax returns, the CARES Act, loan refinancing, charitable giving, estate planning, and more. Pat stresses the importance of anticipating both current events and potential future changes in tax law in order to maximize the benefits to you. — Listen to the podcast here: On this episode, I’m joined by my colleague Pat Runyen. Pat […]
Charitable Giving, Estate Planning, Financial Planning, Investment Management, The Wealthcast, Wealth Management
October 21, 2020 | Independence Advisors
Sustainable investing, once something actively discouraged by many financial advisors, has become a hot topic in the investment world in recent years. Chas talks with Sam Adams, the CEO of Vert Asset Management, about exactly what sustainable investing is, how it has grown in the investment space, and the many opportunities to ethically invest in social good that sustainable investing now provides. — Listen to the podcast here: Hello, and welcome to The Wealth Cast. […]
Charitable Giving, Investment Management, The Wealthcast, Wealth Management
February 13, 2020 | Charles Boinske, CFA
Dividends aren’t the only way a stock investor can generate income.
Investment Management, Wealth Management
October 15, 2019 | Charles Boinske, CFA
Let’s continue our alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. Today, we’ll tackle: fear, framing, greed, and herd mentality.
Investment Management, Wealth Management
October 8, 2019 | Charles Boinske, CFA
Your own behavioral biases are often the greatest threat to your financial well-being.
Investment Management, Wealth Management
