Recent Posts
Recent Posts
SORT BY CATEGORY:
- Lifestyle
Nothing’s better than those first few nice days of spring, when you can finally throw open the windows and get some fresh air. (If
- Author Name
- | 04.18.2023
- Family Finance
Silicon Valley Bank’s dramatic downfall marked the second-largest bank collapse in U.S. history. As depositors rushed to withdraw their assets, the California Department of
- Jessie Doll, CFP®
- | 04.03.2023
- Investing
Mutual Funds or ETFs? If you’ve been an investor during the last 20 years, you’ve probably heard of Exchange Traded Funds or ETFs. These
- ReFrame Wealth
- | 09.28.2022
- Investing
Tax-Loss Harvesting: The basics, the benefits and what investors should consider Tax-loss harvesting has become an increasingly useful tax management tool for investors,
- ReFrame Wealth
- | 08.03.2022
- Investing
When I am not working with clients to better their financial situation, I enjoy spending time in nature. Being outside clears my head and
- Jessie Doll, CFP®
- | 05.24.2022
- Investing
What is up with I Bonds? If you read or watch any current news about the markets or the economy, you’ve heard that
- Jessie Doll, CFP®
- | 05.09.2022
- Investing, Retirement Planning
Every person deserves a financial advisor or planner who truly knows them and their families and has the time and commitment to maintain that
- Mitch Falter, AIF®, CFP®
- | 05.05.2022
- Musings, Retirement Planning
We built ReFrame Wealth as a place where the relationship between the client and the advisor would feel different. When Mitch, Melanie and I
- Jessie Doll, CFP®
- | 03.30.2022
- Investing
As a results of its aggression and actions in Ukraine, Russia has become an international pariah. Part of that impact is that their stock
- Mitch Falter, AIF®, CFP®
- | 03.21.2022