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The Pros and Cons https://www.oneadvisorypartners.com/blog/5-minute-financial-risk-assessment monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646772870-3ACZM19HKX1TTM6E2TPZ/image-asset.png Insights - 5-Minute Financial Risk Assessment Source: https://www.riskalyze.com/advisors https://www.oneadvisorypartners.com/blog/reversemortgage monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646427740-WYHUBHG3VUW2W1O8BT4J/image-asset.jpeg Insights - Does a Reverse Mortgage Ever Make Sense as Part of a Retirement Portfolio? Source: https://www.riskalyze.com/advisors https://www.oneadvisorypartners.com/blog/tax-loss-harvesting-the-right-way monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646434203-JUM0ALKDIGYUF29LUYQ6/image-asset.png Insights - Tax Loss Harvesting+™ (The Right Way) Source: www.SimpleMoneyMan.com https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646435518-NJMRQ4S6PTAFF3ODVUZW/image-asset.png Insights - Tax Loss Harvesting+™ (The Right Way) Source: Betterment https://www.oneadvisorypartners.com/blog/investing-beyond-risk-vs-return monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646442305-1N268AIEW8G7NLTYT3D3/image-asset.png Insights - Investing Beyond Risk vs. Return Source: Betterment https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646443927-0JGUV8YTZ4NKCOPAS72E/image-asset.png Insights - Investing Beyond Risk vs. Return Source: Betterment https://www.oneadvisorypartners.com/blog/be-aware-of-changes-made-to-us-tax-laws monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646450509-CAZZRPJX844DNCD6QA4V/image-asset.png Insights - Be Aware of Changes Made to U.S. Tax Laws! Source: Michael Kitces, Kitces.com/FPAKC18 https://www.oneadvisorypartners.com/blog/cashdrag monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646457265-E9LQGP4UAAJPDWJX4HS3/image-asset.png Insights - Cash Drag: Your Portfolio’s Subtle Downer Source: Betterment https://www.oneadvisorypartners.com/blog/how-employers-can-help-improve-the-financial-wellness-of-minority-employees monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646464351-W3JTJI4L9QCPJYHT393Y/image-asset.jpeg Insights - How Employers can Help Improve the Financial Wellness of Minority Employees Source: Betterment https://www.oneadvisorypartners.com/blog/save-money-with-this-fun-filled-vacation-visit-one-of-our-national-parks monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646476471-6EBXK72AKTDIKQ4DVVZ0/image-asset.png Insights - Save Money with this Fun Filled Vacation: Visit one of our National Parks Source: Betterment https://www.oneadvisorypartners.com/blog/women-and-retirement-seventeen-surprising-facts-and-how-to-approach-them monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646484494-FYVX7B4CBAJ754Q22WFI/image-asset.jpeg Insights - Women and Retirement: Seventeen Surprising Facts and How to Approach Them Source: Betterment https://www.oneadvisorypartners.com/blog/factoring-in-health-care-costs-when-saving-for-retirement monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646490867-H3KBUCGVG4AXNAVX0QG7/image-asset.jpeg Insights - Factoring in Health Care Costs when Saving for Retirement Source: Betterment https://www.oneadvisorypartners.com/blog/how-stay-at-home-spouses-can-better-prepare-for-retirement monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646497698-9DZG3QMBRWVTM04RXOPZ/image-asset.jpeg Insights - How Stay-at-Home Spouses Can Better Prepare for Retirement Source: Betterment https://www.oneadvisorypartners.com/blog/sep-ira-the-roadmap-to-retirement-for-self-employed-individuals monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646504391-7UNWF5QI9FURQ159OF5V/image-asset.jpeg Insights - SEP IRA: The Roadmap to Retirement for Self-Employed Individuals Source: Betterment https://www.oneadvisorypartners.com/blog/how-spending-after-children-leave-home-is-worsening-the-retirement-crisis monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646511516-SPGCI8RUZFKYKAPUX766/image-asset.jpeg Insights - How Spending after Children Leave Home is Worsening the Retirement Crisis Source: Betterment https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646512808-2SJQXX3A4HZ8A0JVNOVR/image-asset.jpeg Insights - How Spending after Children Leave Home is Worsening the Retirement Crisis https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646514924-NJSU9YBRJFZATIYACY8H/image-asset.jpeg Insights - How Spending after Children Leave Home is Worsening the Retirement Crisis https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646516270-EDCWYPP38E87QS0IA063/image-asset.jpeg Insights - How Spending after Children Leave Home is Worsening the Retirement Crisis https://www.oneadvisorypartners.com/blog/retirement-check-up-what-your-finances-should-look-like-in-your-50s monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646523850-MB7LAX3L9KQ7ZM000IA5/image-asset.jpeg Insights - Retirement Check-Up: What Your Finances Should Look Like in Your 50’s Source: Betterment https://www.oneadvisorypartners.com/blog/dont-let-your-wedding-break-the-bank-how-to-budget-and-plan-accordingly-on-your-big-day monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646532157-MFI70LTA8ZHUA4OTYRMT/image-asset.png Insights - Don’t Let Your Wedding Break the Bank: How to Budget and Plan Accordingly on Your Big Day Source: Betterment https://www.oneadvisorypartners.com/blog/not-saving-for-retirement-heres-why-you-should-start-now monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646539821-5QA81NNCLQTAB0DVNAQK/image-asset.jpeg Insights - Not Saving For Retirement? Here’s Why You Should Start Now Source: Betterment https://www.oneadvisorypartners.com/blog/easy-hacks-for-saving-money-on-a-memorial-weekend-getaway monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646548984-5PXT3049BRBTCFVLPVLN/image-asset.jpeg Insights - Easy Hacks For Saving Money on a Memorial Weekend Getaway Source: Betterment https://www.oneadvisorypartners.com/blog/three-ways-millennials-are-managing-and-saving-money monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646558453-CW3PBSLAONLZUEXUDXPD/image-asset.jpeg Insights - Three Ways Millennials Are Managing (and Saving) Money Source: Betterment https://www.oneadvisorypartners.com/blog/three-steps-for-helping-family-members-who-struggle-with-finances monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646565291-44BANZXJ2ZMG8MUVYV5S/image-asset.jpeg Insights - Three Steps for Helping Family Members Who Struggle With Finances Source: Betterment https://www.oneadvisorypartners.com/blog/three-financial-challenges-holding-millennials-back-from-starting-a-family monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646573666-K3O7VNXD1EGP5NB0I2WY/image-asset.jpeg Insights - Three Financial Challenges Holding Millennials Back from Starting a Family Source: Betterment https://www.oneadvisorypartners.com/blog/three-lessons-for-teaching-your-children-good-financial-habits monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646580799-KCATSZCWDABJ5COUUXP1/image-asset.jpeg Insights - Three Lessons for Teaching Your Children Good Financial Habits Source: Betterment https://www.oneadvisorypartners.com/blog/how-technology-can-save-you-money-best-mobile-apps-for-financial-fitness monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646587035-1CYO2SO7MG8Y6VKJYCT3/image-asset.jpeg Insights - How Technology Can Save You Money: Best Mobile Apps for Financial Fitness Source: Betterment https://www.oneadvisorypartners.com/blog/three-common-money-scams-and-how-to-avoid-them monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646594928-R5P5ZWVWGWDTUYBTH8PR/image-asset.png Insights - Three Common Money Scams and How-To Avoid Them Source: Betterment https://www.oneadvisorypartners.com/blog/a-big-risk-to-your-portfolio-is-hiding-in-plain-sight monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646602137-2YUT1J32YU87P8PNYWBK/image-asset.png Insights - A Big Risk to Your Portfolio is Hiding in Plain Sight Source: GSAM, Bloomberg, as of 9/30/2016. All data represents total return. Past performance does not guarantee future results, which may vary. Bank Loans are represented by the CS Leveraged Loan Index. Commodities are represented by the S&P GSCI Commodity Index. Emerging Market Debt is represented by the J.P. Morgan EMBI Global Index. Emerging Market Equity is represented by the MSCI Emerging Markets Index. Global High Yield Bonds are represented by the Barclays Global High Yield Index. Hedge Funds are represented by the HFRI Fund of Funds Index. International Equity is represented by the MSCI EAFE Index. International Real Estate is represented by the S&P Developed ex-US Property Index. International Small Cap Equity is represented by the S&P Developed ex US Small Cap Index. US Aggregate Bonds are represented by the Barclays US Aggregate Bond Index. US Real Estate is represented by the Dow Jones US Select Real Estate Securities Index. US Small Cap is represented by the Russell 2000. https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646603506-FN3VBIBV8AB8EF2OW4SD/image-asset.png Insights - A Big Risk to Your Portfolio is Hiding in Plain Sight Source: GSAM. Figures reflect average annualized total returns of static client portfolios provided to GSAM, as represented by historical index returns over the period 1997-2016. See disclosures at the end of this commentary. Past performance does not guarantee future results, which may vary. https://www.oneadvisorypartners.com/blog/3-steps-for-transitioning-from-a-dual-income-to-a-single-income-household monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646609445-G265CWL4EN9SPYBSQYRL/image-asset.png Insights - 3 Steps for Transitioning from a Dual Income to a Single Income Household Source: GSAM, Bloomberg, as of 9/30/2016. All data represents total return. Past performance does not guarantee future results, which may vary. Bank Loans are represented by the CS Leveraged Loan Index. Commodities are represented by the S&P GSCI Commodity Index. Emerging Market Debt is represented by the J.P. Morgan EMBI Global Index. Emerging Market Equity is represented by the MSCI Emerging Markets Index. Global High Yield Bonds are represented by the Barclays Global High Yield Index. Hedge Funds are represented by the HFRI Fund of Funds Index. International Equity is represented by the MSCI EAFE Index. International Real Estate is represented by the S&P Developed ex-US Property Index. International Small Cap Equity is represented by the S&P Developed ex US Small Cap Index. US Aggregate Bonds are represented by the Barclays US Aggregate Bond Index. US Real Estate is represented by the Dow Jones US Select Real Estate Securities Index. US Small Cap is represented by the Russell 2000. https://www.oneadvisorypartners.com/blog/three-things-to-consider-when-deciding-whether-to-lease-or-buy-a-car monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646617502-BGX7QZC3I4GN0SRLJVE3/image-asset.png Insights - Three Things to Consider When Deciding Whether to Lease or Buy a Car Source: GSAM, Bloomberg, as of 9/30/2016. All data represents total return. Past performance does not guarantee future results, which may vary. Bank Loans are represented by the CS Leveraged Loan Index. Commodities are represented by the S&P GSCI Commodity Index. Emerging Market Debt is represented by the J.P. Morgan EMBI Global Index. Emerging Market Equity is represented by the MSCI Emerging Markets Index. Global High Yield Bonds are represented by the Barclays Global High Yield Index. Hedge Funds are represented by the HFRI Fund of Funds Index. International Equity is represented by the MSCI EAFE Index. International Real Estate is represented by the S&P Developed ex-US Property Index. International Small Cap Equity is represented by the S&P Developed ex US Small Cap Index. US Aggregate Bonds are represented by the Barclays US Aggregate Bond Index. US Real Estate is represented by the Dow Jones US Select Real Estate Securities Index. US Small Cap is represented by the Russell 2000. https://www.oneadvisorypartners.com/blog/the-history-of-women-and-money-in-the-united-states-in-honor-of-womens-history-month monthly 0.5 2025-10-16 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646628624-9ZDCC8RT9SP19DZLK8DG/image-asset.png Insights - The History of Women and Money in the United States in Honor of Women’s History Month Source: GSAM, Bloomberg, as of 9/30/2016. All data represents total return. Past performance does not guarantee future results, which may vary. Bank Loans are represented by the CS Leveraged Loan Index. Commodities are represented by the S&P GSCI Commodity Index. Emerging Market Debt is represented by the J.P. Morgan EMBI Global Index. Emerging Market Equity is represented by the MSCI Emerging Markets Index. Global High Yield Bonds are represented by the Barclays Global High Yield Index. Hedge Funds are represented by the HFRI Fund of Funds Index. International Equity is represented by the MSCI EAFE Index. International Real Estate is represented by the S&P Developed ex-US Property Index. International Small Cap Equity is represented by the S&P Developed ex US Small Cap Index. US Aggregate Bonds are represented by the Barclays US Aggregate Bond Index. US Real Estate is represented by the Dow Jones US Select Real Estate Securities Index. US Small Cap is represented by the Russell 2000. https://www.oneadvisorypartners.com/blog/how-to-spend-your-tax-refund-wisely monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1760646635443-J8CSPA4TXSOQ6SQCZWPM/image-asset.png Insights - How to Spend Your Tax Refund Wisely Source: GSAM, Bloomberg, as of 9/30/2016. All data represents total return. Past performance does not guarantee future results, which may vary. Bank Loans are represented by the CS Leveraged Loan Index. Commodities are represented by the S&P GSCI Commodity Index. Emerging Market Debt is represented by the J.P. Morgan EMBI Global Index. Emerging Market Equity is represented by the MSCI Emerging Markets Index. Global High Yield Bonds are represented by the Barclays Global High Yield Index. Hedge Funds are represented by the HFRI Fund of Funds Index. International Equity is represented by the MSCI EAFE Index. International Real Estate is represented by the S&P Developed ex-US Property Index. International Small Cap Equity is represented by the S&P Developed ex US Small Cap Index. US Aggregate Bonds are represented by the Barclays US Aggregate Bond Index. US Real Estate is represented by the Dow Jones US Select Real Estate Securities Index. US Small Cap is represented by the Russell 2000. https://www.oneadvisorypartners.com/team daily 0.75 2026-02-04 https://www.oneadvisorypartners.com/team/ron-sanders monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/de8ed4a7-5816-4a63-b4fa-5de9c7d708b5/Ron+Sanders.png Team - Ron Sanders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1752860404524-5G6TBH6S75DFBFTPW0LG/1.png Team - Ron Sanders https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1752860404493-OIF0IHL1G86C2P71PBOX/2.png Team - Ron Sanders https://www.oneadvisorypartners.com/team/jonathan-booze monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/93616fe6-b7d3-483d-845f-bc79777ff963/Jon+Booze.png Team - Jonathan Booze J.D., CFP®, AIF® - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172151296-1M83VZ5Z1X5NOXLS126Q/one-social-iconsAsset+13.png Team - Jonathan Booze J.D., CFP®, AIF® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172151295-WNT57R9BW80JG9C5WZAK/one-social-iconsAsset+14.png Team - Jonathan Booze J.D., CFP®, AIF® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172167510-0KI7EG2Y37M5XHU0LFLE/one-social-iconsAsset+11.png Team - Jonathan Booze J.D., CFP®, AIF® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172152208-IPI66M79840RZM7SLYI1/one-social-iconsAsset+10.png Team - Jonathan Booze J.D., CFP®, AIF® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172707121-MTDM5KDWT6R12BHKHWDL/2+copy.png Team - Jonathan Booze J.D., CFP®, AIF® https://www.oneadvisorypartners.com/team/dan-miller monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/be71dd26-f4a1-4527-ae5c-fb715507a86b/Dan+Miller.png Team - Dan Miller CFP® - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1752860404524-5G6TBH6S75DFBFTPW0LG/1.png Team - Dan Miller CFP® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1752860404493-OIF0IHL1G86C2P71PBOX/2.png Team - Dan Miller CFP® https://www.oneadvisorypartners.com/team/christel-turkiewicz monthly 0.5 2026-02-04 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/a6bd2b1d-acf9-4b55-8457-aa672cb6717d/Christel-Turkiewicz.png Team - Christel Turkiewicz, CRPC®, CDFA® - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172964742-ZWL4EIQEXGDUEX9FMHPZ/one-social-iconsAsset+15.png Team - Christel Turkiewicz, CRPC®, CDFA® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172964708-ARTRKX1P4MWSFKN447M7/one-social-iconsAsset+12.png Team - Christel Turkiewicz, CRPC®, CDFA® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172167510-0KI7EG2Y37M5XHU0LFLE/one-social-iconsAsset+11.png Team - Christel Turkiewicz, CRPC®, CDFA® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172151295-WNT57R9BW80JG9C5WZAK/one-social-iconsAsset+14.png Team - Christel Turkiewicz, CRPC®, CDFA® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172152208-IPI66M79840RZM7SLYI1/one-social-iconsAsset+10.png Team - Christel Turkiewicz, CRPC®, CDFA® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172707121-MTDM5KDWT6R12BHKHWDL/2+copy.png Team - Christel Turkiewicz, CRPC®, CDFA® https://www.oneadvisorypartners.com/team/william-snider monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/4b402070-3fa3-419b-8348-407964782988/William+Snider.png Team - William Snider - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172964742-ZWL4EIQEXGDUEX9FMHPZ/one-social-iconsAsset+15.png Team - William Snider https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172964708-ARTRKX1P4MWSFKN447M7/one-social-iconsAsset+12.png Team - William Snider https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172167510-0KI7EG2Y37M5XHU0LFLE/one-social-iconsAsset+11.png Team - William Snider https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172152208-IPI66M79840RZM7SLYI1/one-social-iconsAsset+10.png Team - William Snider https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1764172707121-MTDM5KDWT6R12BHKHWDL/2+copy.png Team - William Snider https://www.oneadvisorypartners.com/team/scott-a-rojas monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/cfacaccd-9102-496a-beae-635669cb4da7/Scott+Rojas.png Team - Scott A. Rojas, CFP® - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1752860404524-5G6TBH6S75DFBFTPW0LG/1.png Team - Scott A. Rojas, CFP® https://images.squarespace-cdn.com/content/v1/685d739e576bd52c8c02e757/1752860404493-OIF0IHL1G86C2P71PBOX/2.png Team - Scott A. 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