- Economy
- Investing
- market outlook
- finance
- inflation
- interest rates
- market returns
- market education
- financial outlook
- Investments
- investment Strategy
- fiscal policy
- election year
- fed forcasting
- behavioral finance
- bonds
- large cap stocks
- Financial Planning
- portfolio options
- estate planning
- alternative assets
- probate
- gift tax
- recession forecast
- wealth management
Selecting The Right Investment Product
When selecting an investment product, thorough research is essential to ensure you understand precisely what you are purchasing. Names or descriptions of funds can often be misleading. [...]
Jason Dunbar, J.D., LL.M., CFP®
As a financial advisor, Jason strongly believes in having a commitment to his clients. Prior to joining Empirical, he worked in roles specializing in investments, trusts and estate planning for [...]
Joyce Bloomquist, CFP®, CDFA®
Joyce is a seasoned financial advisor with over 20 years of experience in personal finance and wealth management. She holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial [...]
Jacob Montemayor, CFP®, MBA
As an advisor, I strive to maximize my client’s wealth and minimize their worry. With 13 years of industry experience and over 17 years studying finance, I serve as the first resource my clients [...]
Yisha Wang, CFP®
As an advisor with nearly a decade of experience, Yisha has worked with individuals across various generations and backgrounds to realize their financial goals through comprehensive planning. [...]
Are Money Market Funds a Good Investment?
Are Money Market Funds a Good Investment? Exploring the Benefits and Risks of Money Market Funds In recent years, the landscape for money market funds (MMFs) has shifted dramatically. After a [...]
Understanding Convertible Bonds: A Comprehensive Guide
What is a Convertible Bond? A convertible bond is a hybrid financial instrument issued by corporations. It combines a standard coupon-paying bond with an option to convert into a pre-specified [...]