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.
A retirement account rollover is when you transfer your employer sponsored retirement account (401k, 403b, 457 or TSP), or partially move funds from an employer sponsored plan into an IRA. Most retire
Tax loss harvesting is a method of selling investments for a loss, in order to offset gains from another sold investment, to reduce taxes owed. When you sell an investment which has appreciated in va
Working with a Financial Advisor can be one of the best decisions you will ever make for your finances. In fact, a Vanguard study found that consumers that do NOT work with a Financial Advisor end up
The retirement risk zone is the period of time beginning roughly 10 years before retiring and ending roughly 5 years into retirement. In this transitional period, you shift from a lifetime of accumu
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