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Helping you to reframe your financial decisions with foundational know-how.

Should you choose Roth or traditional 401(k) contributions?
Mortgages
Gabriel Katzner

Should you choose Roth or traditional 401(k) contributions?

Many employers offer Roth and traditional 401(k) plans to help their employees save for retirement. These individual retirement accounts (IRAs) are funded using payroll deductions. Understanding the similarities and differences

What is a Fixed Index Annuity (FIA)?
Investing
Gabriel Katzner

What is a Fixed Index Annuity (FIA)?

A fixed index annuity is a contract with an insurance company that enables a person to save tax-deferred money now in exchange for future income payments, generally after retiring. The

Passive vs. Active Portfolio Management
Investing
Gabriel Katzner

Passive vs. Active Portfolio Management

Depending on their financial goals and level of expertise, investors may choose a low-risk investment strategy to try to replicate the success of market benchmarks such as the S&P 500.

What is Direct Indexing and How Does it Work?
Investing
Gabriel Katzner

What is Direct Indexing and How Does it Work?

In the past, commissions and fees made direct indexing expensive and cumbersome. A direct indexing strategy or buying the individual stocks that make up an index, at the same weights

What Is an Investment Policy Statement?
Investing
Gabriel Katzner

What Is an Investment Policy Statement?

Most people have investment goals, and the path to achieving these goals is unique. What is an investment policy statement? A well-crafted investment policy statement (IPS) functions as a roadmap,