Kevin Shuller, CFA, CFP
Investing isn't gambling. Gambling isn't investing
Gambling isn't investing. Investing isn't gambling
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Kevin Shuller, CFA, CFP
Jul 82 min read
Your feelings are a terrible financial advisor
There is (and always has been) a huge gap between how the economy is doing and how Americans think the economy is doing
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Kevin Shuller, CFA, CFP
Sep 29, 20232 min read
Grandparent 529: How a FAFSA change makes it more appealing
FAFSA changes make it more beneficial for grandparents to start their own 529s for their grandkids.
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Kevin Shuller, CFA, CFP
Mar 16, 202311 min read
The problem with index funds and how to beat them with other index funds
Table of Contents: Executive Summary What is weighting and why is it important? Flaws of the common market-cap weighting as shown through...
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Kevin Shuller, CFA, CFP
Jan 5, 20233 min read
Another option for unused 529 funds
I usually treat tax law changes like Cocomelon - If I ignore them long enough, maybe I can get away with never learning anything about...
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Kevin Shuller, CFA, CFP
Dec 14, 20222 min read
5 Intermediate Tips to avoid bank fraud
One of the benefits of working with young families is that most of my clients grew up with computers and cell phones. We elder...
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Kevin Shuller, CFA, CFP
Nov 1, 20222 min read
Free money for college! (maybe)
I love free money. It’s one of my favorite kinds of money. The best kind of free money is the kind you get for something you should do...
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Kevin Shuller, CFA, CFP
Oct 6, 20223 min read
Alphabet Soup: Which letters after your advisor's name are meaningful?
I have seen a proliferation of initialisms after names of financial advisors lately. FINRA, the finance industry’s self-regulator, lists...
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Kevin Shuller, CFA, CFP
Sep 9, 20223 min read
What not everybody knows about Student Loan Forgiveness
$10-20k of student debt relief was the main plank of the Biden Administration’s Student Debt Relief package. There are many subtleties to...
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Kevin Shuller, CFA, CFP
Jun 12, 20221 min read
Are 529s about to get more flexible?
When I work with families with young children, a common college-saving concern they have surrounds 529 plans. Clients always ask “What if...
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Kevin Shuller, CFA, CFP
May 11, 20222 min read
Buy the Turmoil
CNBC rolled out its "Markets in Turmoil" programming last week. Historically, that's been a great time to buy stocks.
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Kevin Shuller, CFA, CFP
Apr 5, 20222 min read
Don't sabotage your portfolio by panic selling
“What do we do!? Panic!? Freak!? I usually panic, but I am happy to freak.” – Chidi, The Good Place The market tanks. You’re checking...
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Kevin Shuller, CFA, CFP
Mar 1, 20222 min read
529s aren't just for kids
529s, like LEGO, are associated with kids, but are great for adults. Our clients find plenty of benefits in 529 plans outside of saving...
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Kevin Shuller, CFA, CFP
Jan 15, 20222 min read
2021 isn't over yet
2021 was an episode of This Is Us; an emotionally draining marathon that felt twice as long as the clock said it took. Bad news: It’s not...
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