September Sale! 
The pros and cons of a brokerage account
July 10, 2020
We talk so much about Roth IRAs, 401ks, 403bs, HSAs, etc, I often get questions like “Where else can I invest once I max out
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We talk so much about Roth IRAs, 401ks, 403bs, HSAs, etc, I often get questions like “Where else can I invest once I max out
Recently there has been a price war between US brokerages over lowering fees on mutual funds. Decades ago a 1% annual expense ratio on a
As we approach an upcoming US election, I’ve been getting a lot of questions like “should I (wait/not wait to) invest (before/after) the election?!”. Credit
Given a market and any period of time there is a certain amount of growth. For example, in 2019 the S&P 500 went up in
Let me paint you a picture. You have plans to go out to a nice dinner. So you find yourself a hot date, grab a
Why you shouldn’t be worried about “locking up” all your money inside of retirement accounts until you’re old!
With the recent volatility of the market, I thought it would be a good time to remind everyone to think long term. Yes, we’ve had
Every person I have ever met who has built real, long term generational wealth has done so slowly. Over the course of decades. Every
When you pick and choose stocks, you’re making a bet that you know more than the sum total of human knowledge that is constantly being
I talk a lot about index funds and sometimes I hear things like “I would never invest in a mutual fund.” While, I think the
We talk so much about Roth IRAs, 401ks, 403bs, HSAs, etc, I often get questions like “Where else can I invest once I max out
Recently there has been a price war between US brokerages over lowering fees on mutual funds. Decades ago a 1% annual expense ratio on a
As we approach an upcoming US election, I’ve been getting a lot of questions like “should I (wait/not wait to) invest (before/after) the election?!”. Credit
Given a market and any period of time there is a certain amount of growth. For example, in 2019 the S&P 500 went up in
Let me paint you a picture. You have plans to go out to a nice dinner. So you find yourself a hot date, grab a
Why you shouldn’t be worried about “locking up” all your money inside of retirement accounts until you’re old!
With the recent volatility of the market, I thought it would be a good time to remind everyone to think long term. Yes, we’ve had
Every person I have ever met who has built real, long term generational wealth has done so slowly. Over the course of decades. Every
When you pick and choose stocks, you’re making a bet that you know more than the sum total of human knowledge that is constantly being
I talk a lot about index funds and sometimes I hear things like “I would never invest in a mutual fund.” While, I think the
