Investment options: A guide to diversifying your portfolio
There are more investment options available to individual investors today than ever before. That’s great when you’re looking to diversify your portfolio to manage risk … Read more
Investing & Retirement Planning
Compound interest calculator: How much can your savings grow?
Benjamin Franklin is famous for saying “a penny saved is a penny earned”. But what, exactly, did he mean? When you deposit money in a … Read more
How to start investing in real estate in your 20s
Getting started in real estate investing at a young age can be a powerful way to build wealth. Here’s what you need to know to get started investing in real estate.
How much do financial advisors cost?
Financial advisor fees can range from a small percentage of your portfolio to several thousand dollars per year, depending on what kind of services you need and how much you’re planning to invest. Alternately, robo-advisors are a cheaper option that automate your investments using an algorithm, based on your risk profile.
How to pick a health savings account
A Health Savings Account can help you cover out-of-pocket healthcare costs if you have a high-deductible plan. Learn how to choose the best HSA for your needs.
8 ways to reduce capital gains tax on stocks
Learn how to reduce your capital gains tax liability when you sell appreciated stock.
‘Spare change’ investment apps: Pros and cons
Spare change investment apps make it easy to start investing, but are they worth it in the long run?
What is an accredited investor?
An accredited investor has to meet certain income or net worth requirements to invest in certain investments non-accredited investors don’t have access to.
13 questions to ask when interviewing a financial advisor
When you hire a financial advisor, make sure you’re asking the right questions: are you a fiduciary? How long have you been an advisor? What strategies do you use to invest my money? Ask questions like these, and you’re sure to know if they’re the right fit.
When does a financial advisor make sense?
It may be the best time to hire a financial advisor to f you’re not confident managing your own finances or need help planning around a major financial event.