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Author:
Iván Mendoza, CFA, CFP, CLU, ChFC, CDFA
July 23, 2025
Market Update: Q2 Market Update
Blog
,
Featured
,
Video
The markets gave us plenty to talk about this past quarter. Between shifting tariffs, geopolitical tensions, and a strong rebound
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April 28, 2025
Financial Planning for Busy Attorneys: 3 Case Studies
Blog
,
Featured
Attorneys spend their days managing complex cases, often at the expense of their own financial planning. I’ve worked with many
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April 25, 2025
Cash Balance Plans: A Case Study
Blog
How can a successful physician boost their retirement savings with a cash balance plan? Learn how it worked for one
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April 10, 2025
What Is Your Company Worth? Why Business Valuation Matters
Blog
What’s your company worth? Stop guessing, start knowing! This article reveals the critical reasons why you need a professional business
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April 10, 2025
The Cash Balance Plan: A Retirement Strategy for Small Business Owners and Their CPAs
Blog
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Retirement Planning
Small business owners: Want to boost retirement savings and reduce taxes? A cash balance plan could be the strategy you’re
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March 26, 2025
Should You Buy an Exotic Car?
Blog
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Featured
,
Video
We’ve all had that moment—staring at a sleek exotic car, imagining the thrill of owning one. But is it a
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