Posts by Nick Ziarek
Tip of the Month | February 2022
Qualified Charitable Distributions (QCDs) Written By: Nick Ziarek, CFP®, CFA QCD Reminder: If you wrote a check directly to a charity from your IRA in 2021, you will need to report…
Read More2021 Closing Thoughts: Market Updates
2021 Closing Thoughts: Market Updates Written By: Nick Ziarek, CFA, CFP®, AIF® Every few months it’s my turn to write the blog post and I stare at a blank screen…
Read MoreSustainable Investing – What is It?
By Nick Ziarek CFP®, CFA Sustainable Investing Today More and more, returns are no longer the only driver that investors look for when making their investment decisions. Among the hottest…
Read MorePresident Biden’s Tax Proposals and How They May Affect You
By Nick Ziarek CFP®, CFA How Will President Biden’s Tax Proposals Affect You? Tax reform is a front burner topic as President Biden advances issues core to his campaign and,…
Read MoreBitcoin – Should you “invest?”
By Nick Ziarek CFP®, CFA Should you “invest” in Bitcoin? The popularity of cryptocurrencies, and in particular Bitcoin, center around people’s varying beliefs in its role in the global landscape…
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