The Basics

New to financial planning and not sure where to start? The Basics have you covered.

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How does psychology affect my financial planning?

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How do I become financially healthy?

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Do I need a financial planner?

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What is the difference between a financial advisor and a financial planner?

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What questions should I ask before working with a financial advisor?

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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.

A professional woman in a dark blue blazer and glasses presents financial data to a seated couple during a meeting. Her hand points toward a tablet displaying a bar graph, a pie chart, and line graphs that detail financial growth.

4 potential challenges of a 60/40 portfolio

The so-called “60/40 portfolio” has been around as a rule-of-thumb for decades. As the name implies, the 60/40 portfolio is typically comprised of 60% broadly diversified stocks and 40% in bonds. Exactly when and how 60/40 became such a financial industry staple is not entirely clear. However, the idea probably gained popularity with Harry Markowitz’s ... Read more

Aug 11th 2026 7 Min Read

Federal Reserve Building in Washington, DC

Will the Fed hike interest rates in 2026? Key takeaways from the July FOMC meeting

The Federal Reserve made no changes to its interest rate target at their July meeting, but change could be coming. Not only is inflation running well above the Fed’s target, but it is clear some members of the Fed’s committee are ready to hike now. Here is why we think rate hikes could be imminent ... Read more

Jul 31st 2026 6 Min Read

A financial advisor wearing professional attire sits at a desk in a modern office. She points at a tablet displaying a variety of stock market graphs and data. A glowing, semi-transparent wireframe image of a human hand mimics her movement on the tablet screen, symbolizing the collaboration between human judgment and artificial intelligence in financial analysis.

Can you use AI to build your investment portfolio?

Artificial Intelligence is likely to substantially change many parts of our lives. Investing is no exception. However, we would argue that AI can be helpful, but also harmful to making quality investment decisions. Because of some key limitations to generative AI tools like ChatGPT, Gemini or Claude, we would be very careful using AI alone ... Read more

Jul 21st 2026 5 Min Read

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