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CERTA Market Update - March 2024
In this video, we discuss our current macro view, what a strong February means for the markets, if inflation is still an issue, and are...

Certa Financial Planning
Mar 5, 20241 min read
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Certa Financial Planning
Feb 22, 20240 min read
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Certa Financial Planning
Feb 16, 20240 min read
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Tax Planning Checklist - 2023
Tax Season is here and we know it can be overwhelming. To help you better prepare, we have created a Tax Planning Checklist to assist you...

Certa Financial Planning
Feb 5, 20241 min read
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CERTA Market Update - February 2024
In this video, we discuss our current macro view, what all-time highs mean for the market, what the Fed is doing with rate cuts, and how...

Certa Financial Planning
Feb 5, 20241 min read
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CERTA Monthly Market Update - January 2024
In this video, we discuss our current positioning, our outlook for 2024, and the 3 big questions we are watching.

Certa Financial Planning
Feb 5, 20241 min read
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CERTA Monthly Market Update - December 2023
In this video, we discuss the stock returns in November, Q3 GDP, the Fed meeting and the outlook on the market with current valuations.

Certa Financial Planning
Feb 5, 20241 min read
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Certa Financial Planning
Feb 5, 20240 min read
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Certa Financial Planning
Feb 5, 20240 min read
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The CERTA Advisor - Insights on Q1 & Q2, 2023
Discover CERTA's market analysis for the past two quarters, grow in financial planning savvy, and find out how CERTA's current growth...

Certa Financial Planning
Aug 19, 20231 min read
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