Nathan Edwards, CFA, CFP®

October 16, 2017

Florida Prepaid Open Enrollment

The time is here. Open enrollment for Florida’s Prepaid 529 College Savings Plan has begun! When is Open Enrollment for the Florida Prepaid 529 College Savings […]
October 12, 2017
Orange autumn trees seen from the forest floor against a blue sky.

401k: After-tax vs. Designated Roth Account

Some confusion remains about the difference between after-tax contributions to a 401k plan and contributions made to a Designated Roth Account within a 401k plan. Our […]
September 27, 2017

Total Wealth: Financial Capital & Human Capital

The wealth of an individual is often assessed in terms of assets that can be bought, sold, loaned, borrowed, and exchanged. While physical and financial assets […]
September 14, 2017

Can an Investment Portfolio be too Diversified?

“Diversification is good.” This is usually the first pearl of wisdom bestowed upon new investors who ask. After all, it has been known for a long […]