Andrew Van Alstyne, EA, MBA

Andrew Van Alstyne, EA, MBA Assisting families and business owners achieve their financial goals. Investing involves risk, including the potential loss of principal.

Investment advisory services are offered through Fiduciary Financial Advisors, a registered investment adviser. The information contained herein is for educational and informational purposes only and should not be considered investment, tax, or legal advice. Past performance or examples are for illustrative purposes only and do not guarantee future results. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP®
(with plaque design) in the U.S

The IPO market is appears to be ramping up once again. SpaceX and other high-profile tech and AI companies are leading t...
07/09/2026

The IPO market is appears to be ramping up once again. SpaceX and other high-profile tech and AI companies are leading the charge. But should you rush in? In my latest post I explain why patience may still be the best move for most investors. Read more: https://wix.to/tcbtDmd

SpaceX just filed to go public last month at a targeted valuation near $1.8 trillion making it the largest IPO in history. It's not alone this year. A wave of high-profile technology and AI companies are lined up behind it, and Goldman Sachs is projecting U.S. IPO proceeds could hit a record $160 bi...

Business owners: are your investments, taxes and insurance working together to build lasting wealth? At High Rock, we ta...
06/19/2026

Business owners: are your investments, taxes and insurance working together to build lasting wealth? At High Rock, we take a tailored, coordinated approach: fiduciary planning and tax representation are core to how we protect and move capital across generations. For example, tax-aware estate liquidity planning ensures heirs can access funds to pay taxes without forcing asset sales. Want a plan that fits your business and family? Let’s talk. https://wix.to/etivxRQ

03/18/2026

Ever notice how your best trades were pure skill... but your worst ones were someone else's fault?

That's Attribution Bias, and it's one of the most common (and costly) traps investors fall into.

In this short video, we break down why this bias is so hard to see in yourself, and the one mindset shift that separates disciplined investors from everyone else: judging your decisions by process, not outcome.

If you can't be honest about why you're winning or losing, you can't build a strategy that actually repeats.

Want an unbiased second opinion on your current investment approach? Book a complimentary session below. ⬇️

01/01/2026

Address

Waxhaw, NC
28173

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+17044438218

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