Keep more of what you make: Don't allow the tail to wag the dog
The gem you didn't know about until now Direct indexing is an investment strategy that lets you replicate the performance of a market...
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Constantine J Kitrinos, CPFA
May 144 min read
New Rules! A Guide to Converting Your 529 Plan to a Roth IRA
Spare change is a beautiful thing, but this is a different type of change. The SECURE 2.0 Act, enacted in December 2022, brought exciting...
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Constantine J Kitrinos, CPFA
May 134 min read
Taming the Tide: Strategies to Conquer Debt in a High-Interest Rate Environment
The winds of economic change have shifted, and for many of us, that means facing a new reality: high interest rates. Ready or not,...
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Constantine J Kitrinos, CPFA
Apr 305 min read
Holding On or Letting Go: Lessons from the Ageless Family Christmas Tree (and Your Investment Portfolio)
If you were to visit my house sometime soon you might think it's still December. Never mind the gray skies, cold weather and bear trees....
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Constantine J Kitrinos, CPFA
Apr 254 min read
Contrarian Investor with a Social Conscience
đ„ł Happy Birthday Leon Cooperman! Just who is Mr. Cooperman you might ask. Not all know him, but regardless if you agree with his outlook...
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Constantine J Kitrinos, CPFA
Apr 246 min read
I'm retired now, so what
Rethinking Retirement: Exploring Alternative Investments for a Sustainable Future For as long as many can remember traditional retirement...
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David T Georgiev, MBA, CKA
Apr 244 min read
Credit Cards- Discipline or Disaster
Defeating Goliath: Aligning Finances with Your Faith In todayâs blog we will be discussing the evil one himself, the credit card!! LOL,...
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Constantine J Kitrinos, CPFA
Apr 223 min read
Go big or Go Home
Small guys falling down Small Caps Stumble: Is the Dream of Rate Cuts Dead? The party might be over for small and mid-cap stocks. After...
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Constantine J Kitrinos, CPFA
Apr 174 min read
Shop till you drop
Spending never goes out of style A recent spending spree sends a little shock wave through investors as it spooks them a bit. Stocks Hit...
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David T Georgiev, MBA, CKA
Mar 314 min read
Possessed By Possessions!
Welcome back to this new blog, so grateful for all of the positive feedback on social media! Today, I wanted to discuss chasing things....
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David T Georgiev, MBA, CKA
Mar 64 min read
đ„Surprise - it's finally here!
Defeating Goliath: Aligning finances with your faith That's right, I finally get to share some of the exciting things I've been working...
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