Yield to Maturity

Leveraged ETFs are all the rage.

What are these products and how do they work?

Oct 1 • 

Clifford Cornell, CFP®

4

September 2025

End of Year Planning Opportunities

A few items worth paying attention to.

Sep 24 • 

Clifford Cornell, CFP®

2

An alternative way to borrow.

A quick chat with the CIO of SyntheticFi.

Sep 17 • 

Clifford Cornell, CFP®

2

For argument’s sake.

Roth IRA vs. Taxable Brokerage

Sep 3 • 

Clifford Cornell, CFP®

4

August 2025

An Equity Compensation Investigation.

A review of different types of equity compensation.

Aug 27 • 

Clifford Cornell, CFP®

1

What if it crashes?

Find peace in your time horizon.

Aug 20 • 

Clifford Cornell, CFP®

Tax Advantaged Multiplied by 3.

Health Savings Accounts

Aug 13 • 

Clifford Cornell, CFP®

2

The tax code favors the long-term investor.

A brief summary on how long-term holding periods can allow people to keep more of their gains.

Aug 6 • 

Clifford Cornell, CFP®

1

July 2025

Where will the market go from here?

Don’t ask Wall Street…

Jul 30 • 

Clifford Cornell, CFP®

1

Dividends… it’s time we had this talk.

Forced taxable events are not my friend.

Jul 23 • 

Clifford Cornell, CFP®

1

A bear market is probably coming… at some point.

Here’s why you shouldn’t worry too much.

Jul 16 • 

Clifford Cornell, CFP®

The future of wealth management and financial planning with Devin McCombs.

A quick chat with a superb colleague.

Jul 9 • 

Clifford Cornell, CFP®

2