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Mihail Dobrinov | Sep 17, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Mihail Dobrinov | Aug 17, 2024

Investors, Know Thy Factors

Investments

As a long-term investor, one is always thinking about what factors drive your investment returns. Here we are not talking about the day-to-day gyrations of the

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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Mihail Dobrinov | Aug 9, 2024

The Japanese Connection

Investment Outlook and Strategy
The recent market volatility has caused quite a stir for investors. Is the US headed into a recession? How many rate cuts will there be this year? What does
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Close-up image of an elderly hand being held by a younger-looking hand
Mihail Dobrinov | Jul 17, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Mihail Dobrinov | Jul 3, 2024

Should I Stay, Or Should I Go? Mid-Year Investment Outlook

Investment Outlook and Strategy
The first half of the year brought many happy returns to equity investors, while bond bulls were disappointed yet again. What's in store for the second half and
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Mihail Dobrinov | Jun 17, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Mihail Dobrinov | May 17, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Mihail Dobrinov | Apr 26, 2024

Sticky Inflation Complicates Things For The Fed And For Investors

Investment Outlook and Strategy
The results from the first quarter GDP in the US did not bring a soothing confirmation of a soft landing scenario that the market has been so insistently
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Watercolor style picture of 5 carrots sprouting from the ground.
Mihail Dobrinov | Apr 17, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Mihail Dobrinov | Mar 18, 2024

Investment Outlook And Strategy -- 1Q24

Investment Outlook and Strategy
What do Japanese wages tell us about the US inflation outlook? And why are equity prices so strong despite negative inflation surprises and rising bond yields
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Image of an American flag, with a person looking out of them similar to window blinds.
Mihail Dobrinov | Mar 17, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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A brain surrounded by circles representing brain waves
Mihail Dobrinov | Feb 17, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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ADV Part 2 | Privacy Policy  | Disclaimers & Disclosures

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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