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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...
Scott Frank
Jul 17, 20243 min read
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Is Giving to a Donor-Advised Fund Worth It?
Donor-advised funds (DAFs) have emerged as a pivotal tool in charitable giving, offering a blend of tax efficiency, strategic planning,...
Scott Frank
Jun 5, 20242 min read
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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...
Scott Frank
May 22, 20242 min read
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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...
Scott Frank
May 13, 20242 min read
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