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What I Learned From CFP® Professional Education – Part One
CHECK YOUR GAUGES I haven’t posted online for months in order to focus on completing CFP® certification education requirements and…
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2 Investing Habits That Feel Smart, But Actually Cost You Big Time
“The first rule of compounding is never to interrupt it unnecessarily.” — Charlie Munger, Vice Chairman, Berkshire Hathaway In Part…
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3 Lies Most Investors Believe
“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t…
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The Time Value of Money 💡
Ever wonder why a 3-year car loan has a higher payment than a 5-year one? Or why subscriptions offer discounts…
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Whole Foods Founder on Innovation, Prosperity, and Win-Win Solutions
Whole Foods founder John Mackey sat for a fascinating interview with Shane Parrish of The Knowledge Project in December last…
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The Best Time to Invest
People who are new to investing often ask, “when is the best time to invest?” The prospect of making money…
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Summary of “Fooled by Randomness”
It’s October 1987, and the US stock market has crashed. In New York City, the mood is grim. Fortunes accumulated…
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ETF Selection: How Professional Portfolios are Designed (4/4)
***Fund data as of August 2024. Check current expense ratios and assets before investing.*** This is Part 4 of the…
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Active vs. Passive Investing: How Professional Portfolios are Designed (3/4)
Asset classes are just investment categories. Since the portfolios we created in SAA contain asset classes and not securities the…
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Strategic Asset Allocation: How Professional Portfolios are Designed (2/4)
This is Part 2 of the Professional Portfolio Design series. ← Part 1 | Part 3 → Disclaimer *** This is for…
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5 Numbers to Know Exactly Where Your Finances Stand
Most people have no idea how their finances actually stack…
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Sequence of Returns Risk: The Retirement Threat That Can Wreck a Portfolio You Spent 30 Years Building
You’ve been a disciplined investor for decades. You lived through…
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How to Choose a Financial Advisor (Without Getting Sold)
By Matt Gagnon, CFA® | Financial Empowerment Choosing a financial…