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Direct indexing is getting Wall Street’s attention
Tax awareness continues to grow.
May 20
•
Clifford Cornell, CFP®
5
Fee sensitivity matters. Bring the same energy to tax awareness.
Finding the options that make the biggest impact.
May 13
•
Clifford Cornell, CFP®
6
The Personal Finance Playbook Has Changed
Personal finance has evolved.
May 6
•
Clifford Cornell, CFP®
7
April 2026
Strategy and execution, very different things.
Don’t forget the nuance.
Apr 29
•
Clifford Cornell, CFP®
6
Capital Gains Tax
Clearing up some common misconceptions..
Apr 22
•
Clifford Cornell, CFP®
5
The Internet Oversells 72(t)
How it works, when it is applicable, and the potential pitfalls.
Apr 15
•
Clifford Cornell, CFP®
4
The most mispriced asset you own.
Expanding the definition of rich beyond finances.
Apr 8
•
Clifford Cornell, CFP®
11
1
The Angel of Death
A key aspect of generational wealth transfer.
Apr 1
•
Clifford Cornell, CFP®
5
1
March 2026
The Dot-Com Era Looked Different
One chart gives some serious context.
Mar 25
•
Clifford Cornell, CFP®
4
1
State Tax Quirks
Some of the most overlooked aspects of tax occur at the state level.
Mar 18
•
Clifford Cornell, CFP®
4
2
Stop Saying Gen Z Has Never Seen a Bear Market.
It isn’t up for debate.
Mar 11
•
Clifford Cornell, CFP®
6
1
The Opportunity Portfolio
A simple way to contain risk while satisfying the urge to trade.
Mar 4
•
Clifford Cornell, CFP®
6
1
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