The Basics
New to financial planning and not sure where to start? The Basics have you covered.
What does psychology have to do with financial planning?
How can I get financially healthy?
Do I need a financial planner?
Financial professional titles: What's the difference and why does it matter?
What questions should I ask before working with a financial advisor?
What do I need to know before I start investing?
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.
Are AI stocks in a bubble? A 2026 market update.
As artificial intelligence continues to dominate headlines, many investors are left wondering if we are witnessing a sustainable technological revolution or a repeat of the late-90s dot-com bubble. While AI infrastructure spending has powered stocks higher over the last couple years, concerns are mounting regarding the sustainability of these capital expenditures and the actual pace ... Read more
Should you hedge against a weak dollar? A guide to 2026 currency risk
The U.S. dollar has struggled lately. According to the ICE U.S. Dollar Index, the American currency was down 9.4% in 2025, which was the worst year for the dollar since 2017. The trend has continued so far in 2026, with the dollar down another 1.5% through February 11. So why is the dollar dropping? How ... Read more
Who is Kevin Warsh? Trump’s Fed Chair nominee and what he means for your money
President Donald Trump will nominate Kevin Warsh as the next Chair of the Federal Reserve. If confirmed by the Senate, Warsh would take over for Jerome Powell, whose 8-year tenure at the helm of the Fed saw the stock market nearly triple in value. Warsh has long been a critic of the Fed, and may ... Read more