Cedar Peak Wealth Advisors Blog

Kevin Shuller, CFA, CFP

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.

Kevin Shuller, CFA, CFP

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...

Kevin Shuller, CFA, CFP

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...

Kevin Shuller, CFA, CFP

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...