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.
Understanding the Fed’s recent decision to cut rates
The Federal Reserve cut its target interest rates by 0.5% on Wednesday, and signaled that additional rate cuts are likely in the coming months. Why did they decide to cut by 0.5% vs. the more typical 0.25%? Is the Fed more worried about the economy than we realized? And what does this mean for mortgage ... Read more
Investor Newsletter: Real estate stocks only have one way out
In this newsletter we’ll look back on a big up week for stocks, a major inflation report, and preview a pivotal Federal Reserve meeting. Plus we’ll dive into why doesn’t Facet doesn’t have an explicit real estate allocation.
Investor Newsletter: Murky path for economy drives stocks lower
Hello again and welcome to another edition of the Facet Investor Newsletter. I’m Tom Graff, your Chief Investment Officer. This week we’ll cover a tough week for stocks, highlighted by some disappointing data on the labor market. Is the market worried about an impending recession? And what does it mean for the Federal Reserve’s big ... Read more