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Who We Are
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Resources
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The Cost of Complexity
Katherine J. Reisfeld, CFP®, CIMA® 6/8/26 Katherine J. Reisfeld, CFP®, CIMA® 6/8/26

The Cost of Complexity

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Introducing Elena Spellman
Katherine J. Reisfeld, CFP®, CIMA® 5/26/26 Katherine J. Reisfeld, CFP®, CIMA® 5/26/26

Introducing Elena Spellman

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Is an AI Crash Coming?
Katherine J. Reisfeld, CFP®, CIMA® 5/26/26 Katherine J. Reisfeld, CFP®, CIMA® 5/26/26

Is an AI Crash Coming?

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Surprised by Vegas
Katherine J. Reisfeld, CFP®, CIMA® 5/19/26 Katherine J. Reisfeld, CFP®, CIMA® 5/19/26

Surprised by Vegas

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The Urge to Hedge: Why Chasing Reflation May Be the Riskiest Move You Make
Katherine J. Reisfeld, CFP®, CIMA® 4/1/26 Katherine J. Reisfeld, CFP®, CIMA® 4/1/26

The Urge to Hedge: Why Chasing Reflation May Be the Riskiest Move You Make

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Investing in Your Kid’s Future
Katherine J. Reisfeld, CFP®, CIMA® 3/23/26 Katherine J. Reisfeld, CFP®, CIMA® 3/23/26

Investing in Your Kid’s Future

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Don't Miss April 15th: Your 2025 IRA Deadline and the Roth Strategies Worth Knowing
Katherine J. Reisfeld, CFP®, CIMA® 3/18/26 Katherine J. Reisfeld, CFP®, CIMA® 3/18/26

Don't Miss April 15th: Your 2025 IRA Deadline and the Roth Strategies Worth Knowing

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When You Can’t Get Your Money Back
Katherine J. Reisfeld, CFP®, CIMA® 3/12/26 Katherine J. Reisfeld, CFP®, CIMA® 3/12/26

When You Can’t Get Your Money Back

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What 35 Years of Data Taught Me About Investing
Katherine J. Reisfeld, CFP®, CIMA® 3/12/26 Katherine J. Reisfeld, CFP®, CIMA® 3/12/26

What 35 Years of Data Taught Me About Investing

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Stay Calm on the Markets — But Please Do This One Thing
Katherine J. Reisfeld, CFP®, CIMA® 3/5/26 Katherine J. Reisfeld, CFP®, CIMA® 3/5/26

Stay Calm on the Markets — But Please Do This One Thing

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Think Twice About Chasing The Biggest Stocks
Behavioral Coaching, Investing Scott Reisfeld 12/25/25 Behavioral Coaching, Investing Scott Reisfeld 12/25/25

Think Twice About Chasing The Biggest Stocks

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Bitcoin and the Money Supply: What's the Real Story?
Katherine J. Reisfeld, CFP®, CIMA® 12/8/25 Katherine J. Reisfeld, CFP®, CIMA® 12/8/25

Bitcoin and the Money Supply: What's the Real Story?

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529 Plans: Building an Educational Legacy
Katherine J. Reisfeld, CFP®, CIMA® 11/16/25 Katherine J. Reisfeld, CFP®, CIMA® 11/16/25

529 Plans: Building an Educational Legacy

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Why Every Financial Plan Should Include a Power of Attorney
Katherine J. Reisfeld, CFP®, CIMA® 5/15/25 Katherine J. Reisfeld, CFP®, CIMA® 5/15/25

Why Every Financial Plan Should Include a Power of Attorney

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Navigating Tax Benefits: Life Insurance Loans vs. Surrendering Policies
Katherine J. Reisfeld, CFP®, CIMA® 2/10/25 Katherine J. Reisfeld, CFP®, CIMA® 2/10/25

Navigating Tax Benefits: Life Insurance Loans vs. Surrendering Policies

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The Psychology of Investing: How Behavioral Finance Shapes Financial Success
Katherine J. Reisfeld, CFP®, CIMA® 1/24/25 Katherine J. Reisfeld, CFP®, CIMA® 1/24/25

The Psychology of Investing: How Behavioral Finance Shapes Financial Success

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When Setting Goals, Use The Time To Reflect On What Is Most Important To You
Wealth & Wellness, Financial Planning Katherine J. Reisfeld, CFP®, CIMA® 1/7/25 Wealth & Wellness, Financial Planning Katherine J. Reisfeld, CFP®, CIMA® 1/7/25

When Setting Goals, Use The Time To Reflect On What Is Most Important To You

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Black Swans
Behavioral Coaching, Investing Katherine J. Reisfeld, CFP®, CIMA® 12/12/24 Behavioral Coaching, Investing Katherine J. Reisfeld, CFP®, CIMA® 12/12/24

Black Swans

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 Embracing Longevity: Planning for a Fulfilling Future
Retirement Planning, Wealth & Wellness, Longevity Planning Katherine J. Reisfeld, CFP®, CIMA® 10/29/24 Retirement Planning, Wealth & Wellness, Longevity Planning Katherine J. Reisfeld, CFP®, CIMA® 10/29/24

Embracing Longevity: Planning for a Fulfilling Future

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What Stock Investors and Roger Federer Have In Common
Investing Katherine J. Reisfeld, CFP®, CIMA® 10/2/24 Investing Katherine J. Reisfeld, CFP®, CIMA® 10/2/24

What Stock Investors and Roger Federer Have In Common

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