Archive - Yield to Maturity

Tax Advantaged Multiplied by 3.

Health Savings Accounts

Aug 13 •

Clifford Cornell, CFP®

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®

July 2025

Where will the market go from here?

Don’t ask Wall Street…

Jul 30 •

Clifford Cornell, CFP®

Dividends… it’s time we had this talk.

Forced taxable events are not my friend.

Jul 23 •

Clifford Cornell, CFP®

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®

Ric Edelman just overhauled the 60/40… with crypto.

Massive influences in the wealth management industry are shaking things up.

Jul 2 •

Clifford Cornell, CFP®

June 2025

May 2025

The first $100,000.

The hardest but the most impactful.

May 28 •

Clifford Cornell, CFP®

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts