by Andrew Rabon, CPFA® on April 10, 2026.
There is no such thing as “drive-by” tax planning. Personal finance is incredibly personal, and your situation is unique.
by Andrew Rabon, CPFA® on March 13, 2026.
How do you reconcile your head and your heart when the two seem at odds—especially when money is involved?
by Andrew Rabon, CPFA® on January 30, 2026.
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
by Andrew Rabon, CPFA® on January 2, 2026.
Financial markets, news, social media, and even the church potluck are saturated with commentary. Intelligence and information are common; discipline is scarce.
by Andrew Rabon, CPFA® on December 12, 2025.
“The birth of Christ is the central event in the history of the earth—the very thing the whole story has been about.” —C.S. Lewis
by Andrew Rabon, CPFA® on November 26, 2025.
Thanksgiving was born out of hardship, meant to unify the nation, and still serves as a reminder to be grateful and united today.
by Andrew Rabon, CPFA® on November 20, 2025.
You’ve probably been on a road trip with a gaggle of kids before and heard the question, “Are we there yet?” Whether they were your own children, nieces and nephews, or maybe it was you asking when you were a kid, it’s a familiar concept. When you’re on a road trip, the question banging around...
by Andrew Rabon, CPFA® on October 31, 2025.
When it comes to investing, stories can be powerful. A good story can make people excited, confident, or even a little fearful — and those emotions can move the market just as much as company performance does. When that happens, people start buying or selling based on headlines and hype rather than what a company is actually worth.
by Andrew Rabon, CPFA® on October 24, 2025.
Baseball Hall of Famer Yogi Berra once said, “Baseball is 90% mental; the other half is physical.” The same can be said about money and investing — 90% of it is behavior, and the other “half” is knowledge.
by Andrew Rabon, CPFA® on October 17, 2025.
This past Sunday, October 12th, marked the third anniversary of the current bull market. Since its start in 2022, the market has surged 89%, well above historical averages. It’s the 27th bull market since 1872 and the 14th since 1950, and while past performance doesn’t guarantee future results, history suggests markets with this kind of...