What’s New From Our Blog

May 3, 2021

Coinbase Went Public With a Direct Listing. Here’s Why that Approach Can Be Tricky

Coinbase, the popular cryptocurrency exchange space, began trading shares on April 14. Forgoing the traditional IPO process, Coinbase did a direct listing on the NASDAQ. Here's why that's unusual, and what interested investors may want to know.

May 5, 2018

What is financial planning, and why should I do it?

What is your idea of a fulfilling life? Are you on track financially to get there? Personal financial planning, in combination with life planning, can help you answer these important questions.