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SOEF Episode
Year-end Tax Planning 2018
November 29, 2018

The year is almost over, and that means now is the time to think about something very serious. That something is taxes, and right now, before the year is over, […]

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SOEF Episode
Your Post-Election Market Update
November 13, 2018

The midterm elections are over, and investors are asking themselves a lot of questions about what the “split Congress” means for their money. We’ve fielded many questions from clients on […]

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SOEF Episode
When to Sell a Stock, Mutual Fund or ETF
November 1, 2018

For most investors, knowing when to sell a stock, mutual fund or exchange-traded fund (ETF) can be one of the most difficult—and one of the most critical—decisions to get right. […]

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SOEF Episode
Volatility Ahead of the Election
October 26, 2018

In this episode of the Science of Economic Freedom, “Volatility Ahead of the Election,” we discuss what you really need to do right now—and you’ll be surprised to learn that […]

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SOEF Episode
How to Fund College without Going Broke
October 18, 2018

In this episode of the Science of Economic Freedom, “How to Fund College without Going Broke,” I speak with Jamie Block, Certified Financial Planner, CPA and client advisor with Mercer […]

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