Articles under “Investing insights”
These posts break down the components that impact investing for the long term, such as diversification, fees, taxes, and more.
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.Read more
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.Read more
Yesterday the Dow plunged almost 1,600 points, the biggest single day point (but not percentage) decline in history. If the past is any predictor of the future, I would expect many of our clients will feel incredibly unsettled as a result.Read more
When I speak to women’s groups about investing, I often share my own story of when I was starting out. After a few years of earnestly saving, I hired a financial adviser who put my savings to work in the market.Read more