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.
What you need to know before buying the SpaceX and Anthropic IPOs
According to a report from the Wall Street Journal, SpaceX is planning on holding its initial public offering (IPO) on June 12. This has the potential be the largest IPO of all-time, reportedly aiming to raise $80 billion. This IPO could soon be followed by Anthropic and OpenAI, both supposedly targeting IPOs in the fourth ... Read more
Why are mortgage rates rising and when will they drop?
On February 26, the national average 30-year mortgage rate fell below 6% for the first time since 2022. Since then, war broke out in Iran, causing all kinds of interest rates to lurch higher, from Treasury bond yields to mortgage rates. This has been frustrating to many who are either looking to buy a home ... Read more
Dynamic vs. static portfolios: Adapting to changing market risks
When we talk about investing at Facet, we always start with the same foundation: Your portfolio should be designed to achieve your specific life goals. It sounds simple, but it requires a careful balance. We want to maximize the chance you reach those goals, which means seeking growth. However, we also need to protect your ... Read more