ACT NOW! Sign up by October 17, get up to $1,350 in discounts and waived fees.*


The Basics

New to financial planning and not sure where to start? The Basics have you covered.

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.

Fed cuts rates to battle recession risk, looking past inflation spike.

The Federal Reserve cut its target interest rate by 0.25% at the September 17 meeting. This has Wall Street wondering what comes next. Is this the start of a series of rate cuts? Or will lingering inflation problems make future cuts difficult? Here are our views on these questions and more. Weakening labor market convinced ... Read more

4 Min Read

How to spot a private investment scam: A real-life due diligence guide.

The world of private investing can be challenging. There are some good investment opportunities out there, but there are also a lot of overly optimistic claims, false promises, and even outright scams. We happened to uncover an alleged scam when a Facet member asked us if they should invest in a certain private investment opportunity. ... Read more

4 Min Read