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

what-to-do-once-youve-received-an-inheritance
Investing
Gabriel Katzner

What to Do Once You’ve Received an Inheritance

Imagine you have just received a substantial inheritance. Whether you anticipated receiving it or it was a complete surprise, it is important to consider how you will use this gift

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,

How are RSUs taxed?
Investing
Gabriel Katzner

How are Restricted Stock Units (RSUs) Taxed?

Employee compensation packages can vary greatly between large corporations and start-ups. Some companies have more disposable income to pay out benefits, while others would be better off deferring some aspects

Can I take a loan from my 401(k)?
Investing
Gabriel Katzner

Can I take a loan from my 401(k)?

Suppose you just experienced a significant financial crisis, maybe an uninsured piece of property was destroyed, or your children are all in college at the same time. As a fiscally

How do financial advisors get paid?
Investing
Gabriel Katzner

How do financial advisors get paid?

Before consulting with a financial advisor, it is important to know how they get paid. You want to ensure there are no conflicts of interest that may influence their advice.

Real estate agent handing the house key to a client
Investing
Gabriel Katzner

Should You Invest in Rental Property?

Many people prefer tangible investments, so they add a rental property to their investment portfolio. While investing in stocks and bonds has its upfront costs and requires some labor to

Billie dollar with business chart
Investing
Leann Poston

Should you Invest in Commodities?

Investing in commodities may not have the same luster as investing in the newest tech offering, but commodities can help minimize the volatility of your portfolio, hedge against inflation, and