Articles under “Investing insights”

These posts break down the components that impact investing for the long term, such as diversification, fees, taxes, and more.

Stock Market Corrections: Not As Scary As You Think

For individual investors, 2017 was a dream. However, 2018 has been a different story.

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What To Make of the Mercurial Market

We get it. The stock market gyrations over the last few months have created a lot of unrest.

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A 401(k) Won’t Get You There

There are a ton of misconceptions on the best way to find financial security, but there is one in particular that kills me every time I hear it: “I have a 401(k) and my company matches it so I’m good, right?” Wrong! I can’t fault people for thinking this — it’s been ingrained into our generation.

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Investing Just Got Better with Wealthfront

Update: On April 18, 2018, we cut the expense ratio of the Risk Parity mutual fund in half from 0.50% to 0.25%. As the assets in the mutual fund continue to grow, we want to share our success with our clients.

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