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.
Q3 2024 Performance Report: Some new winners emerge after a volatile quarter
It was a volatile quarter that ended with stocks solidly higher. How did Facet portfolios perform? And what can we expect next for markets?
Why everyone needs an estate plan
Imagine what would happen if you, or someone you love, gets hurt, sick, or even worse, if there’s an unexpected loss of life? Now imagine how you’ll feel when you know that you’ve put a plan in place to make sure that you, everything you work so hard for, and the people you care about ... Read more
Investor Newsletter: Fed goes big, hoping to save the economy
Hello and welcome to the latest Facet Investor Newsletter. I’m your Chief Investment Officer, Tom Graff. I want to let everyone know that this is our final Investor Newsletter. But it’s not the end of our market insights. We’re moving that content to our YouTube channel where I’ll provide weekly updates. Additionally, please stay tuned ... Read more