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Financial Intelligence

An educational publication focused on the financial markets, investing and personal financial planning.

Retirement Plan Saving Considerations at Different Stages of Life by Brent Yanagida, CFP ®, EA.

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Estate Planning Part 2: Planning for Distribution of Assets by Brent Yanagida, CFP ®, EA.

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Estate Planning Part 1: The Key Components by Brent Yanagida, CFP ®, EA.

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Retirement Planning Part 2: The Key Components by Brent Yanagida, CFP ®, EA.

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Retirement Planning Part 1: An Update on Social Security by Brent Yanagida, CFP ®, EA.

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Value Investing refers to an AAII Journal article titled “Five Common Traits of Successful Value Screens” by John Bajkowski published in July 2014.

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Peak's 20th Anniversay Issue: Finance Camp - Planning for Your Financial Future.

Stock Review: Paccar Inc.

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Unequal Treatment in Wills refers to an AAII Journal article titled “18 Recommendations for Minimizing Inheritance Conflict” by P. Mark Accettura published in April 2012.

Stock Review: Weight Watchers International

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“Normal” Outcomes refers to Warren Buffett’s Fortune article titled “Why Stocks Beat Gold and Bonds” published February 27, 2012. Download the shareholder letter from which the article was adapted.

Stock Review: JP Morgan Chase

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Applying Psychology to the Marketplace refers to a Financial Planning article titled “The Kids Are All Right (Maybe)” by Scott Schutte published on May 1, 2011.

Stock Review: PepsiCo

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