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Blog

Michael Alexenko | May 7, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Michael Alexenko | Apr 30, 2025

The patience premium: What market history teaches us

Investments
“How long will this last?” “Will markets bounce back?” “Should I make a change now?” These are some of the most common and understandable questions investors
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Michael Alexenko | Apr 23, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Michael Alexenko | Apr 16, 2025

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Michael Alexenko | Apr 9, 2025

What's next for markets and the economy?

Investments
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
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Michael Alexenko | Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Michael Alexenko | Mar 26, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Michael Alexenko | Mar 19, 2025

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Michael Alexenko | Mar 12, 2025

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Michael Alexenko | Mar 5, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Michael Alexenko | Feb 26, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Michael Alexenko | Feb 19, 2025

Feeling uneasy about the market? Read this first

Investments
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions
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