Blog (27)

On Hold with the IRS

by Lance Gunkel CFP® CFA Managing Director | January 27, 2015

The tax system in the U.S. continues to grow in complexity. Recent examples include burdens placed...

by Lance Gunkel CFP® CFA Managing Director | January 9, 2015

This morning I was able to have breakfast with Leon Panetta while attending the TD Ameritrade...

by Lance Gunkel CFP® CFA Managing Director | January 17, 2014

There are essentially two methods of obtaining Bitcoin, the digital currency. The first is to buy...

The Beauty of Average

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | July 1, 2011

Financial Firms have been in a race to improve the humble index fund. But are they ruining it in...

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