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Category: Investing

Stock Market 101

By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® & Chief Financial Officer Lisa Rapuano What it is, how it works, and how to use it What

05/20/2021

10 Personal Finance Books To Read In 2021

People are always asking us for personal finance book recommendations, so our team of CFP® Professionals curated this 2021 reading list. Whether you’re new to

01/05/2021

Setting Financial Goals For 2021 Despite COVID-19

Setting goals is one of the best ways to personally grow. Here’s how to set financial goals for 2021 (despite the havoc COVID-19 may have wreaked on your finances in 2020)!

12/17/2020

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.

11/02/2020

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.

11/02/2020

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.

10/27/2020

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.

09/15/2020

Why It’s So Important To Invest Differently In Retirement

You’ve paid down your debt, invested for growth, and kept your eye on the finish line: the day you retire. Now your goal is to manage your finances so you can enjoy your retirement. Here’s how!

08/28/2020

Five Things to Think About Before Retiring

You’re not retiring yet, but you can see it on the horizon. You’ve been putting money away for a while and are starting to dream about all the things you’ll do when you’re no longer working. These five factors will help you answer your most pressing retirement questions.

08/26/2020