Thank you for choosing account debit billing
A quick confirmation that your account billing has changed
Beginning with your next bill, your fee will be debited quarterly from your account managed by Facet. You do not need to take any further action. Thank you again for choosing Facet.
Grow Your Knowledge
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
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
Q2 2026 performance review: What drove the market and what might come next
Global stocks had the best quarter since 2020, with the Morningstar Global Markets index gaining 14.7%. The apparent cease fire in Iran caused oil prices to plunge, which helped boost stocks. In addition, U.S. companies posted exceptionally strong earnings during 2Q, especially companies related to the AI infrastructure trade. U.S. bonds ended the quarter with ... Read more
How much can you withdraw in retirement? Beyond the 4% rule.
A major question for those thinking about retirement is how much can I afford to draw from my account? This is a complex question, involving a lot of factors. There are some helpful basic guidelines or rules-of-thumb that could be a good place to start. However, these are usually too simplistic for most real-life situations. ... Read more