Learning Center | Highland Financial Advisors

January 13, 2025

Financial Planning, Financial Tips

Reed C. Fraasa, CFP®, AIF®, RLP®

Money Flowing Out? Your January Financial Reset ...

As we embark on a new year, there's no better time to take control of your financial future by thoroughly reviewing your cash flow. If having a vision and establishing goals is the touchstone for a financial plan, this essential financial practice sets the foundation for achieving your goals and ensuring long-term financial stability.

October 3, 2024

Divorce Planning, Newly Independent Women

Joseph Goldy, CFP®, CDFA®

Understanding the CDFA® Designation: Your ...

Anyone who has gone through a divorce knows how emotionally challenging and financially complex it can be. While attorneys handle the legal aspects, a Certified Divorce Financial Analyst® focuses specifically on the financial implications of divorce. This specialized designation equips professionals with the expertise to guide clients through the intricate financial aspects of divorce proceedings, ensuring better outcomes for their financial future.

September 12, 2024

Pharmaceutical Professionals, Stock Options, Financial Planning

AnnaMarie Mock, CFP®

Science Meets Finance: How The Scientific ...

Anna Marie Mock, a fee-only certified financial planner at Highland Financial Advisors, discusses the dynamic interplay between art and science in financial planning. Drawing inspiration from Leonardo da Vinci's philosophy that "everything connects to everything else," she emphasizes that financial planning is an art involving subjective goal-setting and a science-driven by objective analysis tools. In this video, Anna explains how the scientific method can be applied to financial planning, using equity compensation as a concrete example.

September 9, 2024

Financial Planning, Financial Tips, Net Worth

Stephanie Burke

Understanding Your Money Script

What are your thoughts, feelings, and beliefs about money? What about your partner, and do they differ from your own? Sometimes, the conflict we experience around money in our personal lives can be attributed to incongruent money scripts with those with whom we share finances. Let’s dive into the term money script and how understanding it can help us achieve our financial goals.

December 4, 2023

Financial Planning, Financial Tips

Edward Leach

The Dependent Care FSA – An Overlooked Benefit ...

In talking with clients about the benefits their employer provides during the open enrollment season, one often overlooked benefit if clients have dependents is the Dependent Care Flexible Spending Account (FSA).

Stock Market

Reed C. Fraasa, CFP®, AIF®, RLP®

April 11, 2025

Bonds, Economy, Stock Market, Market Commentary, Investments

The Long-Term Implications of Trump's Tariff War

Reed C. Fraasa, CFP®, AIF®, RLP®

April 11, 2025

Bonds, Economy, Stock Market, Market Commentary, Investments

The Long-Term Implications of Trump's Tariff War

As we reflect on the recent market developments, it's crucial to maintain realistic expectations during this volatile period. While the stock market opened positively last Friday, the situation remains fluid, and conditions can quickly shift.

Reed C. Fraasa, CFP®, AIF®, RLP®

December 26, 2024

Investments, Market Commentary, Stock Market

Two Strong Years, a Crash Ahead? Debunking Market Myths and Behavioral Biases

Reed C. Fraasa, CFP®, AIF®, RLP®

December 26, 2024

Investments, Market Commentary, Stock Market

Two Strong Years, a Crash Ahead? Debunking Market Myths and Behavioral Biases

As 2024 comes to a close, many investors find themselves reflecting on the stock market's performance over the past two years, wondering if history will repeat itself in 2025. It's a natural question highlighting the interplay of emotions, biases, and decision-making—the core of behavioral finance.

Joseph Goldy, CFP®, CDFA®

August 19, 2024

Real Estate, News, Financial Planning, Bonds, Stock Market, Private Investments, Home Buying

How You Buy and Sell a Home is About to Change

Joseph Goldy, CFP®, CDFA®

August 19, 2024

Real Estate, News, Financial Planning, Bonds, Stock Market, Private Investments, Home Buying

How You Buy and Sell a Home is About to Change

The recent settlement between the National Association of Realtors (NAR) and various plaintiffs marks a significant turning point in the real estate industry. This agreement, which resolves allegations of anti-competitive practices, took effect on August 17th and could substantially change how homes are bought and sold across the United States.

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