Javier L. Tafoya, CPFA, MBA
In The News
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Which Rates Should Investors Assess Before Making Financial Decisions?
Thursday, August 13, 2026 - Forbes
Federal Reserve interest rate decisions impact mortgages, loans, savings, and more. To make informed financial choices, monitor these three key rates. Read more...
Thursday, August 13, 2026 - Entrepreneur Magazine
Business growth often stalls because of hidden leadership bottlenecks, not market conditions. From unclear decision-making authority to founder dependency and weak leadership pipelines, addressing these internal constraints can unlock the capacity, accountability, and momentum needed to scale. Read more...
Big Money Decisions New Parents Face in the First Five Years
Monday, August 10, 2026 - Investopedia
The first five years of parenthood tend to be more expensive than most people expect. Often, the biggest financial decisions tend to arrive before families feel financially ready. Read more...
Gen Z Is Behind on All Milestones—Besides Saving for Retirement
Tuesday, August 11, 2026 - Investopedia
Young adults may be more inclined to buy themselves a “little treat,” even at the cost of savings. But they’re investing for the future earlier than any previous generation. Read more...
Don’t Want to Pay a Lot of Taxes? Move Your Company to This Tiny Mediterranean Archipelago.
Friday, August 7, 2026 - Entrepreneur Magazine
Malta is the smallest country in the EU, but it's become a big tax haven for U.S. companies. Read more...
Your Index Fund Is Now an Active Bet, Whether You Meant It or Not
Thursday, August 13, 2026 - Forbes
A passive product can carry an active exposure, and pretending otherwise doesn't make the exposure go away. Read more...
TikTok Influencers Are Selling Everyday Investors the Tax Playbook of the Ultrawealthy
Wednesday, August 12, 2026 - Bloomberg
Long-short tax harvesting is a winning strategy for the rich. It’s less certain for everyone else. What to watch out for. Read more...
5 Surprising Benefits Of Doing Hard Things, According To Science
Monday, August 10, 2026 - Forbes
We tend to avoid difficulty even when the results will be better, but challenge has benefits. Discover benefits of challenge and ways to increase desirable difficulty. Read more...
Here’s How Often Bloomberg Money Readers Are Checking Their Investments
Monday, August 10, 2026 - Bloomberg
“Go for it, as long as you don’t do anything.” Read more...
