The Basics
New to financial planning and not sure where to start? The Basics have you covered.
How does psychology affect my financial planning?
How do I become financially healthy?
Do I need a financial planner?
What is the difference between a financial advisor and a financial planner?
What questions should I ask before working with a financial advisor?
How do I create an investment strategy that actually works?
Grow Your Knowledge
Financial planning shouldn't be complicated. Learn how we approach personal finance through our library of free articles, deepen your financial literacy, and get answers to your most important questions.
How the 2026 midterm election could impact the stock market
With the upcoming midterm election, many investors are asking a familiar question: how will the election results impact the stock market? Historically, while political events can trigger short-term volatility, they are rarely the primary driver of long-term stock performance. For a political outcome to significantly move financial markets, it typically has to result in legislation ... Read more
How much does a financial planner cost, and could a flat fee be better than 1% AUM?
Thinking about working with a financial planner is an exciting milestone, but figuring out how much it costs can feel surprisingly complicated. Money is deeply personal, and how you choose to invest it should reflect your values, not eat away at your long-term growth through hidden or compounding fees. Knowing where your money goes gives ... Read more
Q3 2026 performance review and outlook: How surging interest rates and AI volatility impacted portfolios
Stocks rose slightly during the third quarter of 2026, with the Morningstar Global Markets gaining 1.2%. There were two big themes this quarter – AI and interest rates. We suspect these are going to remain the big themes over the next few quarters as well. Interest rates surged this quarter on concerns about higher inflation ... Read more