The Basics
New to financial planning and not sure where to start? The Basics have you covered.
What does psychology have to do with financial planning?
How can I get financially healthy?
Do I need a financial planner?
Financial professional titles: What's the difference and why does it matter?
What questions should I ask before working with a financial advisor?
What do I need to know before I start investing?
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.
Is your portfolio truly ready for retirement? Moving beyond generic rules of thumb.
Transitioning from a steady paycheck to living off your life savings is one of the most significant, and potentially stressful, pivots you’ll ever make. There is a dizzying amount of conflicting “expert” advice out there, but for a lot of people, this just adds to the confusion. Between fluctuating market volatility and the nagging fear ... Read more
How could the Iran conflict affect your money?
The recent breakout of major conflict in Iran has had a significant impact on world politics and the flow of global trade. Beyond the tragic human cost, these events have left investors grappling with how a potential regime change or a wider regional war could impact their portfolios. Here is how Facet approaches geopolitics in ... Read more
Are AI stocks in a bubble? A 2026 market update.
As artificial intelligence continues to dominate headlines, many investors are left wondering if we are witnessing a sustainable technological revolution or a repeat of the late-90s dot-com bubble. While AI infrastructure spending has powered stocks higher over the last couple years, concerns are mounting regarding the sustainability of these capital expenditures and the actual pace ... Read more