Vahanian Viewpoints Video Preview Logo

Welcome to our blog

Where we provide insights on markets, financial planning and much more.

Featured Blog Post:

January 29, 2020

The Unexpected Covid Crisis: Our prescient late January client video provides a history lesson investors need right now!

Emergency Fund: 101

Let’s take a look at how an Emergency Fund can serve as a valued safety net as it relates to personal finance. Essentially, this is money that has been set aside to support you and your family during times of unexpected expenses.

I Do, Now What?

Congratulations! You said “I do”, danced the night away with family and friends, and started a new chapter of your life called marriage. You might be asking yourself, “Now what?”

Personal Financial Lessons from Dad

This year has been rife with ups and downs – but one area that I’m sure we can agree to celebrate is Father’s Day. We thank all of the dad’s out there for their support, guidance and perhaps quirky tidbits of advice along the way.

The ABC’s of Finance

We believe that when you have a better understanding of personal finance and why investment decisions are made, you ultimately make better decisions related to spending, saving, borrowing, and legacy planning.

ESG Investing

Cameron discusses the evolving sustainable investing industry – taking a close look at “ESG” factors and how such considerations seek to bring about positive change.

Do I need a Financial Advisor?

There may not be a silver bullet that answers the question, “Do I need a financial advisor?” but we do believe there are several ways to engage and work with an advisory team to meet your unique needs and situation.

Get Email Updates

Please Note: LimitationsNeither recognitions by publications or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Vahanian is engaged, or continues to be engaged, to provide investment advisory services.  ANY QUESTIONS: Vahanian’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking