Facet Blog

Ask Us Anything: Your Emergency Fund
By: Brent Weiss, CFP®, ChFC® Ask Us Anything: Your Emergency Fund Brent answers your question: How much should you save and where

Five Ways To Earn Interest
With interest rates at historic lows, your options are more challenging than they have been in the past. Here are the factors you should consider when choosing a savings vehicle.

Putting The Stock Market To Work For You
How can you use the stock market to build wealth and create financial independence? That begins with an understanding of mutual funds.

How a 16th Century Idea Is Driving Your Investments
What is a stock market? What are stocks? What are you buying when you buy a share of stock, or a mutual fund that owns stocks? Get your answers, here.

Ask Us Anything: Rebalancing Your Portfolio
Brent explains what rebalancing your portfolio means, why its so important, and why the end of the year is the perfect time to do it.

How To Have Fun Managing Your Budget
Rule No. 1: Be kind to yourself. There is no perfect budget. Yours will change over time as you adjust to new financial circumstances.

Learn To Embrace The “B” Word
Having and managing a budget makes sure your money works as hard for you as you worked to earn it. Here’s how.

Supporting Clients, Not Offices
Virtual work has long been hailed as a key component of the “job of the future,” but for the most part has remained just that – part of the future. Until now.

What’s The Most Powerful Retirement Tool in Your Financial Toolbox?
If you’re not familiar with the federal tax code, 401(k), 403(b), and 457 might sound like the secret numbers you need to find to defeat an escape room. BUT, they are actually the portions of tax code that describe some of the most valuable tools for retirement.