by Ben Hockema, CFP® | Jun 6, 2024 | Basics, Investing
When I meet a new acquaintance and they ask me the pervasive “what do you do” question, I struggle with the best way to answer. If I say something like “Financial Advisor” or “Financial Planner”, I know that the immediate reaction is to assume that I either sell...
by Ben Hockema, CFP® | Mar 13, 2024 | Investing
This post is the second of our series looking behind the scenes of how we manage portfolios for our ongoing clients. Behind the Scenes of Your Portfolio: RebalancingOften overlooked when thinking about your portfolio are the different ways that taxes are generated,...
