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.
Is 2026 a good time to buy a house?
For those looking to buy a new house, the last few years have been extremely frustrating. Home prices have just kept rising across most of the U.S., while mortgage rates have stayed stubbornly high. This combination has resulted in housing affordability well below anytime between 2007 and 2022. According to a recent CNBC survey, housing ... Read more
How do Trump Accounts work as a savings vehicle for children?
Saving for a child’s future is one of the most meaningful steps you can take on your family’s financial journey. When new savings tools emerge, it’s completely natural to wonder how they fit into your overall roadmap and values. We’re here to help you unpack the details so you can make confident, informed decisions for ... Read more
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