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Educational financial needs & investment strategies.
2 Reasons the Generic 60/40 Portfolio Fails
Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities [...]
3 Factors to Know for Rising Interest Rate Conditions
The 2022 economy has broken multiple records, first, with the highest inflation rate in 40 years, and now, the highest federal reserve interest rates since 2008.[1] In efforts [...]
What You Need to Know about Index Funds and Mutual Funds
On their surfaces, index funds and mutual funds may seem interchangeable. Both offer diversification of assets and are commonly invested in a basket of stocks that aim to [...]
The Value of Opening a Roth IRA at the End of the Year
These days, retirement planning will likely involve Individual Retirement Accounts in one way or another. Whether you’re looking to roll over a 401(k), optimize your withdrawal timing, or [...]
Thinking About Retirement? The Basics of Financial Literacy Are Your North Star
Working towards retirement, you may have a detailed plan on how to manage your finances so that you have enough saved by the time you leave the workforce. [...]
Making the Switch to Paying Yourself
You’ve probably had a daily routine for most of your life – from tying your tie and greeting your coworkers to loosening that tie when you get home. [...]
Can You Turn Investment Losses Into Tax Gains?
When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on [...]
Does the 4% Rule Really Work?
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the [...]
