Blog

Lance Gunkel CFP® CFA Managing Director

by Lance Gunkel CFP® CFA Managing Director | February 10, 2016

When the stock market falls, how do you feel: anxious, nervous, worried? There’s a variety of...

by Lance Gunkel CFP® CFA Managing Director | April 29, 2015

The theme of this year’s CFA Annual Conference is “Future Finance.” The intent is for us to examine...

by Lance Gunkel CFP® CFA Managing Director | April 28, 2015

It was an enjoyable and informative first day at the CFA Annual Conference here in Frankfurt,...

It's Showtime with Magic!

by Lance Gunkel CFP® CFA Managing Director | February 2, 2015

Celtics vs. Lakers. Bird vs. Magic. These were big rivalries in the 80’s. As a boy I knew nothing...

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...