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.
Should you hold cash in your investment portfolio?
Many investors hold cash as part of their portfolio. This could include anything from money at a bank savings account, a money market fund, short-term CDs or T-Bills, etc. There are some situations where a cash position is sensible. It is true that cash-like investments almost never lose money, even over very short periods. However, ... Read more
Are AI stocks in a bubble? Balancing the infrastructure boom with rising risks
Over the last few months, AI-related stocks have been particularly volatile, reviving worries that there could be an AI bubble about to burst. On one hand, the AI buildout is arguably the biggest capital expenditure boom in history. If that continues, it could continue to power strong stock market returns, especially for the companies most ... Read more
Retiring or Leaving a Job Soon? How To Help Time Medicare Enrollment So You Don’t Get Burned
Stepping into retirement or making a career transition after 65 is an exciting milestone, but navigating health insurance during the shift can feel like walking through a regulatory maze. It’s completely natural to feel overwhelmed by all the dates, rules, and choices, but getting your timing right can bring immense peace of mind as you ... Read more