Investing can be a powerful tool for building wealth, but with a dizzying array of strategies available, how can you find an approach that aligns with your experience and risk tolerance? In this conversation, we’ll explore three unique investment techniques tailored for investors at different skill levels: the “Index and Chill” method for beginners, Dollar Cost Averaging (DCA) for intermediate investors, and Value Investing for the more advanced.
Why the “Index and Chill” Strategy could leave you out in the cold. You’ve probably heard, and maybe even believe that time in the market beats timing the market. The long term trajectory of the stock market would certainly bear out that assumption. The S&P 500 has historically returned about 10% on average every year …
Do you view money more like a tool or as security? When you hear the word money, what does it make you feel? What about when you hear your partner say they want to talk about money, how do you feel? Some people light up with excitement dreaming of more. Some people are filled with …
In order to plan the retirement of your dreams, start with these 7 steps
Most people know they need to save enough money for retirement, but they are often unsure of how much to save and what to do with the savings they have. Make sure your money is on track for retirement by making sure you aren’t making these three money mistakes.
Mastering Your Finances: Budgeting Techniques for Every Level Managing your finances is a crucial skill that empowers you to take control of your future, reduce stress, and achieve your financial goals. Whether you’re a budgeting beginner, an intermediate planner, or an advanced strategist, there’s a budgeting technique tailored just for you. In this …
This is the question that drives the final episode of our YouTube Series, Fi-Losophy. Our discussion centers on how the philosophy of Stoicism can help you create some balance and perspective to your financial life. At the core, this question asks us to balance between our needs, and then wrestle with the ever expanding list …
Much has been written about the challenges facing recent college graduates. While the initial term on most college loans is 10 years, the reality is that it can often take borrowers 20-30 years to pay off that amount. That puts many borrowers in a dilemma. Should I pay off my loan as quickly as possible, …
News about war in Israel, war in Ukraine, US political infighting, the lack of a Speaker of the House, inflation, government uncertainty and global unrest might be dominating the headlines, and your mood—but what does it mean for your financial portfolio? There are many ways for an investor to view all the current headlines, and …
Your portfolio cares about current events… should you? Read More »
How do you measure and project financial growth If you spend any time around financial blogs, influencers, etc you’ll inevitably see someone mention that some index, like the S&P 500, has returned an average of 10% a year since its inception. When you see something like that, what is your initial assumption? Does that …
How to Measure and Project Your Financial Growth Read More »
