Our partner, Jason Farris, recently opened a bank account for his four-year-old son. This opened a few questions like how should it be titled? Jason discusses a few items to consider before opening a bank account.
Posts By: Jason Farris, CFP®,CAP®
Did you know financial planners have their own periodic table? It shows the importance of diversification across various asset classes. Jason Farris discusses what the periodic table of investment returns is and why it would be beneficial to review it every year.
Every year, U.S. taxpayers face a number of year-end deadlines which, if ignored, can be costly and even punitive.
For many of us, interviewing and hiring someone is not a common occurrence and it can be overwhelming. Whether it’s your first time interviewing a financial planner, or exploring your options to see if there is a better fit, it can be daunting. Before you get started Jason Farris outlines 5 important questions you should ask BEFORE meeting with an advisor.
For people who are charitably inclined, Jason Farris discusses why it would be beneficial to bundle charitable contributions when tax time comes around.