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5 Numbers to Know Exactly Where Your Finances Stand
Most people have no idea how their finances actually stack up. Not because they’re not smart — but because nobody…
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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 the dot-com crash, the 2008 financial crisis, and the COVID…
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How to Choose a Financial Advisor (Without Getting Sold)
By Matt Gagnon, CFA® | Financial Empowerment Choosing a financial advisor is one of the most important financial decisions you’ll…
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My Dad Lost $400,000. Here’s What I Did About It.
By Matt Gagnon, CFA® | Financial Empowerment My parents built something real. Growing up in the 80s and 90s, my…
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RISK MANAGEMENT CONCEPTS
Continuing this series on concepts from my professional studies for those looking to improvetheir finances. This time we’ll cover risk…
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Planning for Multi-Year Goals – Time Value of Money Part 2
Continuing this series on concepts gleaned from my CFP® professional education, this installment is for anyone looking to improve their…
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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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5 Numbers to Know Exactly Where Your Finances Stand
Most people have no idea how their finances actually stack…
-
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…
-
How to Choose a Financial Advisor (Without Getting Sold)
By Matt Gagnon, CFA® | Financial Empowerment Choosing a financial…