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What Facet members are saying.
Colby is a current Facet member and received a free membership for providing this testimonial. Zach, Maggie, and Alyssa are current Facet members and did not receive compensation for providing this endorsement. All opinions are their own and not a guarantee of a similar outcome. Facet is an SEC RIA. Facet’s specific investment management services vary depending upon the chosen service level. This is not an offer to sell securities.
Grow your knowledge.
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
Unlocking the potential of your 401(k): Tax benefits, contributions, and investment strategies.
401(k) plans are retirement accounts established by companies, offering substantial tax benefits and flexibility. These accounts provide a secure avenue for employees to save for their future, ensuring financial stability during retirement. For most workers, they are the backbone of their retirement strategy. Whether you are enrolling in a new plan, on your way to ... Read more
A year-end financial checklist: 2025 complete guide.
The end of the year is a time to make critical planning decisions for your taxes, investments, and savings. It’s also a time to reflect on the previous year and consider what may change in the year ahead. Now is the time to create a personalized and proactive strategy that dynamically evolves to meet your ... Read more
Will mortgage rates keep falling in 2026? A forecast & analysis
Mortgage rates have finally dipped below 7%, but will they keep falling in 2026? This analysis dives into the three key economic scenarios—from a steady economy to a full recession—that will determine the Federal Reserve's path on future rate cuts. We break down what it would take to see 5% mortgage rates, what could send them back to 7%, and what the new 50-year mortgage proposal could mean for homebuyers.