Educational Resources

Articles to help you understand vital financial and investing concepts so you can achieve and maintain financial independence.

Common Myths About Working with an 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…

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6 Things to Know About a Robo-Advisor

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?…

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How to Prepare for Market Volatility

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…

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