Educational Resources
Articles to help you understand vital financial planning and investing concepts so you can achieve and maintain financial independence.
What to Do When the Market Tanks
You notice over your morning coffee a stern warning emanating from your television as the very serious business reporter notes the Dow opening down one percent. What do you do? If you screamed, “Sell!” or “Panic!” perhaps you should take the advice of some of…
What to Do When the Market Tanks
You notice over your morning coffee a stern warning emanating from your television as the very serious business reporter notes the Dow opening down one percent. What do you do? If you screamed, “Sell!” or “Panic!” perhaps you should take the advice of some of…
4 Creative Ways to Reduce Business Expenses During Coronavirus
In the era of COVID-19, the consumer market has been anything but normal, causing many businesses to scramble in response. Even as time has progressed, a survey of CFOs indicated that the financial impacts of coronavirus have consistently been a top concern.1 If your company…
6 Ways to Stay Financially Fit in 2021
The new year is here and your resolutions are probably well underway. While you have may set goals to get more physically fit, it is also important to consider your financial fitness going into the new year as well. If your finances are not where you…
How Could the Behavior Gap Affect Your Investments During This Time of Market Volatility?
“It turns out my job was not to find great investments, but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.”1 From increasing our budget mindfulness to taking a steadier approach to investing, Richards has drawn attention to the way our…
6 Ways to Overcome Market Psychology
Market psychology is the reaction to investing. Overcoming market psychology is not easy but learning how the market works can reduce the number of surprises and increase the degree of success. Keep in mind, all assets rise and fall in value, the more extreme the swing,…
What Is a Robo-Advisor? 6 Of Your Top Questions Answered
If you’ve considered buckling down and getting serious about your portfolio, it’s likely you’ve come across the term “robo-advisor” before. What is a robo-advisor exactly, and how do you know if one is right for you? We’ve got your answers below. What Is a Robo-Advisor?…
Top 5 Things You Should Always Share With Your Financial Advisor
Your financial advisor is an integral part of your team to help you manage your wealth and grow your future. Unfortunately, you may not be sharing with them everything that you should be. Whether you are not communicating things because you feel they are unimportant…
20 Myths About Working With a Financial Advisor
Myths about working with a financial advisor abound, maybe you’ve even heard a few; “I don’t need one,” “they’re for the wealthy,” “there are lots of hidden fees.” The truth is that financial education around saving and investing money is for everyone. And even though everyone has different perceptions…
In 2020, The World Went Virtual. But Should Your Financial Planner Still Live in Your Area?
In early 2020, governments around the globe took drastic measures to slow the spread of Covid-19. As a result, we saw a major shift in the way we work, interact with others and go about our daily lives. While working with an advisor virtually is…
Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First
If you want to avoid outliving your money, investing can be a great way to continue to grow your nest egg as you approach — and enter — your retirement years. And while there may be many robo-advisors out there that will do the investing…
Questions to Ask Your Financial Advisor Before Getting Started
When you hire a financial advisor, you are entering a long-term relationship with a person who will know almost everything about your financial life. It is nearly impossible to know who to trust with your money especially when some financial advisors are only looking to…
3 Things to Look For When Hiring a Digital Financial Advisor
Before you start looking around for a digital financial advisor, you need to ask yourself this question: What type of financial help are you looking for? If you’re looking for a full array of services—investment advice, retirement planning, etc.—you’re probably after a qualified human with…