Investment Tracking: Tools & Strategies for Monitoring Portfolio Performance

Once you start investing, it’s exciting to track your progress. It makes a lot of sense to keep an eye on a new aspect of your finances and make sure things are going smoothly. The last few year

Weekly Market Update: Regulatory Scrutiny & Positive Economic Signals

Markets wavered for most of the week, in the face of an uncertain U.S. government stimulus outcome. Ultimately though, investors showed strong optimism as markets largely closed positive from the prio

Biden Presidency: Economic Impact & What It Means for You

This year’s Presidential election was yet another milestone in a year with a series of significant and dramatic events.  In the 2020 U.S. election, nearly 160,000,000 voters — an estimated 66.4%

Mastering Savings: A Beginner's Guide to Financial Security

Many of us know that we should be saving but aren’t sure where to start or even how much to save. And it can be challenging to motivate yourself to save without a clear goal in place. Saving money is

Achieve Your Financial Goals: Practical Resolutions for 2021

When it comes to financial resolutions for 2021, Americans have one simple, overarching goal: “Spend less, save more.” That’s from our recent Harris Poll sponsored in partnership with Empower Retireme

Unlock Financial Growth: How Your Employer Can Boost Your Wealth

For the longest time, I was not satisfied with my job. My clients were demanding and unreasonable at times, the hours were irregular, and I wasn’t passionate about the work.  On the plus side, I was p

Navigating Market Volatility with Your 401(k): A Long-Term Strategy

Making smart, confident investing decisions means having a plan — not just in the coming days but for the long term. For many individuals, this includes participating in an employer-sponsored 40

Navigating Market Volatility: Long-Term Investment Strategies

Market volatility and trading volumes reached new levels recently. Here’s our take: Making smart, confident investing decisions means having a plan — not just in the coming days but for th

Financial Planning & the New Administration: Key Survey Findings

Key Points 75% of people believe the 2020 election outcome would impact their finances  Boomers and Gen Xers (at 78%) are most likely to believe the presidency affects their pocketbooks When voting,

Top Female Financial Coaches Empowering Women's Wealth

I’m a big believer in community over competition. I stand for elevating the voices around us, whether we are in the same industry or something entirely different. When it comes to personal finance, a

Exercising Stock Options: A Guide to Maximizing Your Potential

If you have been offered stock options by your employer, it’s tempting to see them as a ticket to riches. For some, this has been true, but it turns out that getting stock options is only the start. H

Personal Capital vs. Mint: A Comprehensive Comparison (2024)

Which finance platform should you use — Personal Capital or Mint? This is a common question because both companies offer popular online finance tools. At a glance, they seem similar. Both Personal Cap

Avoiding Investment Fees: A Cautionary Tale

In my early thirties, I was very new to investing. I knew it was something I was supposed to do, but I didn’t know where to start. So I often listened to a radio show by a well-known personal finance

Overcoming Recency Bias in Investing: Make Smarter Decisions

Recency bias is a nasty deceiver, but it can be avoided if you know what to look for. If you’re a long-term investor, you need to get comfortable with the concept that you can and will lose money in c

Simple & Effective Investing: 5 Tips for Long-Term Success

When I decided to manage my own investment portfolio, I knew it was time for me to study up. After all, this was my family’s future we were talking about here. I sought out resources, books, voices, a

Socially Responsible Investing (SRI): Benefits, Strategies & How to Get Started

Understanding ESG Ratings: How They Work & What They Mean

If you are a socially-conscious investor, you may wonder who determines which companies are deemed “socially responsible” and what criteria is used. After all, one person’s view of social responsibili

Should You Hire a Financial Advisor? A Comprehensive Guide

Managing your finances can be an overwhelming task, and we’ve all asked ourselves at one time or another if it’s time to hire someone to do the job for us. You may be wondering if a financial advisor

Fiduciary Financial Advisors: Why You Need One at Every Life Stage

As you move throughout your life, you want to surround yourself with mentors and advisors who are able to provide support specific to the season you’re in currently. This is true for growing and maint

Mutual Fund Fees: Understanding the True Cost

It is no big secret that actively managed mutual funds generally have high fees that can be crippling to long term results. Now widely circulated, an investment’s net expense ratio is a list of fund e