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Blog

What's Up At Walkner Condon
We are consistently surprised at how interested our clients are in keeping up with our firm, so we wanted to
U.S. – China Trade Talks
The chief problem of the U.S.-China trade talks is that neither side seems to want to get to that third
We Are All Genetically Wired to Avoid Risk
It is at that very intersection of risk and survival where growth thrives. Think about a time in your life
Dental Practice & Financial Planning Practice Analogy
Both dentists and financial planners struggle with cognitive dissonance, a key concept in behavioral finance. Cognitive dissonance describes when newfound
Does Social Media Cause You to Overspend?
While in many ways social media platforms can be positive, they all aim to influence (sometimes negatively) our lives: our
Social Security and Optional Working
There are two key ways that earnings from employment can affect your social security benefits: benefit reduction and taxes. Those
SEC Reg BI
Last week the Securities and Exchange Commission (SEC) released their long-awaited investment advice reforms, with the main reform centering around
Time to Consider Refinancing
The ten-year Treasury yield has fallen to its lowest level since September 2017. Mortgages rates closely follow this benchmark and
SECURE Act
Last week the House of Representatives passed a new bill by an overwhelming majority revising the treatment of key parts
Thankful For My Freedom
Every year I get really excited for my birthday because it almost always falls on Memorial Day weekend. As a
The Hidden Costs of Dying without a Will
There are financial planning considerations related to estate planning. Should you die without a will, one of the big consequences
Retirement Is Not a Really Long Vacation
It is interesting to see the many different ways people define the work-optional phase. Some people prefer the traditional interpretation

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Thank you for signing up! We strive to deliver great content to you. -The Walkner Condon Team