invest
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Portfolio Diversification: A Beginner's Guide to Risk Management
Managing risk is important. Every day we use tools like seat belts and helmets to manage the inherent risks arising from daily activities like driving a car or riding a bike. Managing risk does not gu
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Understanding Alternative Investments: Diversify Your Portfolio
Saving cash in money markets or CDs, and investing in the stock market via stocks and bonds through 401(k)s or IRAs are where many of us start when looking to grow our money beyond a simple savings a
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Worthy Bonds Review: Earn 5% APY on U.S. Treasury-Backed Savings
In order to build wealth, you want your money to make more money. Keeping your savings in a traditional bank provides less buying power over time due to low-interest rates and inflation. High-
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Diversifying Your Investment Portfolio: A Guide to Secure Retirement
For decades, experts have warned Americans not to rely on Social Security as a viable way to support themselves during retirement. The Federal Government implemented Social Security in 1935
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Accredited Investor Status: Benefits & Requirements for Investment Opportunities
You will discover many investment options as you explore ways to build your long-term wealth. In your search, you might come across the term “accredited investor.” Perhaps you n
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403(b) Plans: A Comprehensive Guide for Non-Profit & School Employees
You’ve almost surely heard of a 401(k) plan, but what in the world is a 403(b) plan? Simply, a 403(b) plan is a tax-advantaged retirement account for employees of schools, churches, and non
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Shield Your Retirement: Strategies to Beat Inflation
With a record-high stock market and low-interest rates from the Federal Reserve, inflation if not already here, seems to be right around the corner. Inflation, a general increase in prices for goo
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Investing for Women: Closing the Wealth Gap & Securing Your Financial Future
Why invest more than the men in your life Studies have shown that in 2021, women still make just 82 cents for each dollar that men make. The fact that the wage gap has yet to be bridged is just on
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Bridging the Gap: Client & Advisor Alignment in Financial Planning
While enjoying coffee with a friend, she told me that she was considering changing financial advisers. As we were talking it brought to mind many of the frustrations I had when managing a financial a
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Millennial Investing: Building a Diversified, Low-Cost Portfolio
This post contains references to our advertisers and we may receive compensation if you click on links. Learn more here. Millennial Money Snapshot: Don’t trust Wall Street or buy “trendy” secto
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Beginner's Guide to Investing: 7 Steps to Financial Freedom
Warren Buffett makes $1 million per hour on his investments without needing to trade any of his time for that money. Last year I made $45 dollars per hour on my investments, most of which I made on my
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Betterment Review: 2024 - Robo-Advisor & Investment Platform
Betterment Overall Rating 9.5 Bottom Line With over $8 billion under management, Betterment is an innovative company making it easier to invest with tools previously only availabl
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Vanguard Personal Advisor Services: Comprehensive Review & Fees
Snapshot: Vanguard Personal Advisor Services pairs investors with a personal advisor who builds you a custom financial plan based on low-cost Vanguard index funds. Vanguard oversees all aspects of the
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Financial Planning for Millennials: Why It Matters Now
Most Millennials probably think they don’t need to work with a financial planner yet because they are still paying back student loans and aren’t making much money, but in reality many of them would be
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Early 401k Withdrawal: Strategies to Avoid Penalties
Reader question: Can I use my 401k to retire early and avoid the 10% 401k withdrawal penalty? – Jesse, Boston Yes it is possible to use your 401k to retire early, but it requires a little bit of
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Simply Wall St. Review: Stock Analysis & Visualization Platform
Simply Wall St. is the slickest new platform for tracking stocks and visualizing stock data. I always enjoy checking out and reviewing new investing websites, but I am rarely as blown away as I w
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Emergency Fund Strategies: Balancing Security and Growth
There’s a ton of information out there on emergency funds and why it’s important to have one. You probably already know this, but typically it is recommended that you save between 3-6 months of your e
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Acorns Review 2024: Automate Your Investments & Grow Your Savings
Acorns Overall Rating 9.7 Bottom Line With its game changing spare change round up feature, Acorns has made it easier to automate your investments. As it turns out your spare chan
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Buying a Rolex: A Comprehensive Guide for First-Time Buyers
So you want to buy a Rolex? This Rolex Buying Guide includes what I learned while spending a year searching for my first Rolex watch. Honestly, when I decided that I wanted to buy a Rolex I got pretty
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Passive Investing Strategy: How to Outperform the Market with Index Funds
In this post I will show you the exact portfolio and allocation strategy I’ve used to beat the S&P 500 and Dow so far this year. I did it without making a single trade or buying a single sto
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- Offshore Investing: Benefits, Risks & What You Need to Know
- Understanding the January Effect: Stock Market Trends & Causes
- Understanding Market Capitalization: A Key Investment Metric
- Understanding Time-Weighted vs. Money-Weighted Investment Returns
- Market Recap: Key Trends & Concerns Ahead of Holiday Trading
- Navigating Market Volatility: Should You Sell or Stay Invested?
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Financial Insights: Key Banking Strategies for 2020 & BeyondAs this challenging year draws to a close, here are some of the most important financia...
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Position Trading: A Comprehensive Guide for Long-Term InvestorsA position trader is a type of trader who holds a position in an asset for a long period of time. The holding period may vary from several weeks to years. Other than “buy and hold”, it is ...
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Recovering Momentum: Strategies to Get Back on TrackDo you know that feeling of being in the zone? And that everything goes well? Everything seems to go well before something bad happens. And you need to get back on track. Let me give you a few example...
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21st Century Auto Insurance Review: Coverage, Rates & Customer Satisfaction (California Focus)Pros Cons Free roadside assistance New policies aren’t available outside of California Can file SR-22 forms Higher ratio of customer complaints compared to its peers 24-hour c...