Dana Sitar, CEPF®
Dana Sitar, CEPF®

Dana Sitar, CEPF®

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Investing Jun 19

Get paid $20 for saving your spare change

The Acorns app builds savings for you, automatically.

Painted ladies and San Francisco view

Mortgages May 30

How to take advantage of cheaper mortgage rates

Ready for a new home? Take advantage of historically low rates.

American craftsman home with yellow exterior paint and well kept front garden. Northwest, USA

Mortgages May 30

Refinance could save you thousands

Cut the interest rate on your mortgage while you still can.

Whole Foods Market storefront

Investing Feb 24

Diversify your portfolio by investing in commercial real estate

Get in on investments with major national brands like Whole Foods and Walmart.

Hand using laptop

Taxes Jan 20

Best tax software to file with this season

Maximize your refund using the best tax software for your personal needs.

The Wallace collection museum in London. Red room

Investing Nov 04

4 billionaires with outstanding art collections

Looming taxes and inflation may push investors toward art investments.

Young Caucasian woman sniffing cash money one hundred dollars bills with closed eyes

Investing Jun 09

Build an inflation hedge with alternative assets

As inflation rises, consider these options to protect your portfolio.

Fruit trees with harvest ripe red apples in a modern Dutch apple orchard with espaliers at the end of the summer season. Fresh green grass grows between the long rows of fruit trees.

Investing Jun 01

Farmland could be a hedge against stock volatility

Diversification is important, but don’t forget to look at correlation, too

Apple orchard

Investing Mar 29

Investing in farmland is more accessible (and sustainable) than ever

Diversify your portfolio with a piece of a $2.7 trillion market opportunity

Parents and daughter playing in yard outside their house

Insurance Feb 28

3 Essential Steps to Take as a Homeowner — and How to Save

These tools will save you money and set you up for long-term financial success.

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Investing Jan 12

These 4 Overlooked Luxury Asset Classes Have Outperformed the S&P 500 by as Much as 174%

Breaking into these exotic markets might not be as hard as you think.

Real estate agent with house model and keys

Real Estate Jan 04

How accredited investors can invest in real estate

This company offers an easy way to diversify your portfolio with real estate

Agricultural landscape

Real Estate Dec 06

4 Alternative Ways to Diversify Your Portfolio as an Accredited Investor

Bolster your portfolio against stock market volatility.

Happy older couple holding documents and looking at computer screen

Insurance Nov 19

Signing Up for Medicare Just Got a Lot Easier

This company offers jargon-free guidance to get you on the right plan.

Andy Warhol Exhibit

Investing Nov 04

Want to earn big returns without the shaky stock market? Try art

Art investment is no longer reserved for the wealthy

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Life Aug 09

16 Easy Ways to Get Free Stuff Online Today

Why pay when you can get it free?

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