Scott Frank
What is an Exchange Fund (and Should You Ever Join One)?
In our latest episode, Meg brought in a recent client question on whether or not to join an exchange fund, which sparked an interesting...
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Blog
Scott Frank
Aug 142 min read
Politics and Personal Finance: Strategies for Stability During a Wild Election Season
In our latest episode, co-host Meg Bartelt, President of Flow Financial Planning, and I dig into elections and finance: Specifically, how...
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Scott Frank
Jul 313 min read
Balancing Stocks, Bonds, Cash and Your Financial Goals
Calling the process of crafting the perfect investment portfolio daunting may be kind in some cases, especially given an overwhelming...
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Scott Frank
Jul 173 min read
How to Stop Your Instincts and Biases From Ruining Your Portfolio Returns
In the latest episode of Real Personal Finance, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial...
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Scott Frank
May 222 min read
Should I Invest in My Health Savings Account?
Health Savings Accounts (HSAs) have emerged as a crucial tool for managing healthcare expenses and optimizing tax savings, especially for...
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Scott Frank
May 132 min read
What Should You Do With Your Stock Portfolio?
Are you emotionally attached to your stocks? While it may seem silly, we place strong emotional ties to our investments. Eventually, this...
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