/ Finance Do You Recycle…Capital? Looking for a financial planning strategy that’s a bit more powerful than standard destination planning? Then it’s time to consider capital recycling. by Vidal Peoples, Marc Gensler
/ Finance How NOT to Select a Financial Advisor Louis Barajas has been a financial planner for 35 years, and he has seen the good and the bad when working with other advisors. by Louis Barajas
/ Finance The Value of a Financial Advisor vs. the Cost of a Robo-Advisor With the rise of financial planning software and algorithms, is a financial advisor even necessary anymore? by Evan J. Mayer
