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.
Investing through the downturn: strategies for navigating a bear market
Bear markets can make even experienced investors worry. However if you are going to be a long-term investor, you are inevitably going to go through quite a few down markets. Here are some thoughts on how to navigate investing when the market suffers a significant decline.
Q1 2025 Performance Review: US stocks correct, bonds rally amidst policy shifts
It was a tumultuous quarter for markets, with stocks falling amidst uncertainty around tariffs and other of President Donald Trump’s policies. Here are our thoughts on what happened during the quarter, how Facet portfolios fared, and what we see for markets in the coming months.
FDIC protection & SIPC coverage: How safe are your deposits & investments?
You are probably aware that the government protects your deposits at your bank through something called the FDIC. However we get a lot of questions about the details: How does the protection work exactly? Who pays for it? Does this protection extend to my investment accounts? Could President Donald Trump make changes to FDIC insurance? ... Read more