What you need to know about financial advisors vs financial planners.
Looking for a Flat Fee Financial Advisor? Financial advisors are increasingly offering their services for a flat fee as opposed to the legacy pricing model.
Portfolio management can be daunting for any investor. There are multiple nested decisions for each action that you take. For example: which models do you use? Do you invest in stocks or bonds? Where
Enjoy this week's Friday 5 - paying homage to the 2022 bitcoin conference, there's some extra Bitcoin flare to this weeks set of podcasts, videos, and articles. This week had a dive into the
90% of licensed financial advisers are legally salespeople with an obligation to maximize profits for their company, not their clients. Advisers who are legally held to the fiduciary standard of doing
Investing is NOT the same as savings. Savings is accumulating more money than you can spend. IE: Income greater than Expenses. Investing is putting your money to work so that it grows at a pa
6 Things We Can Control that ALWAYS Produce Good Outcomes
The 4 Most Common Investment Vehicles - Stocks, Bonds, Mutual Funds, & ETFs
Prior to online brokerage accounts and easy access to investment markets, there was a little more upfront homework and education that was required in order to invest. In my opinion requiring more up
Taking control of your financial matters using a tool such as a retirement checklist will reduce anxiety and improve confidence in your retirement.
Capital Preservation is a defensive investment approach aimed at preventing or minimizing the loss of your original capital. This strategy is especially relevant for risk-averse investors or those r
Portfolio income refers to the money generated from investments such as stocks, bonds, and real estate. It should not be confused with earned income or employment-based earnings because it has the
Modern retirement investing strategy is dictated almost entirely by a concept called Asset Allocation. Asset allocation is the proportional weighting of the money in your retirement portfolio to spec
In-service distributions, also known as in-service withdrawals, are distributions taken from your employer sponsored retirement plan (a 401 k is the most common example) while you still work for the e
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