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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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Strategic Asset Allocation: How Professional Portfolios are Designed (1/4)
This is Part 1 of the Professional Portfolio Design series. Part 2 → In the last post about investing, we…
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How Far We’ve Come
Empowerment Journey Step 9 Looking back at the steps in our empowerment journey, we’ve laid out the path to financial…
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Personal Budget Template: Take Your Financial Pulse
Empowerment Journey Step 8 At this point we’ve seen the benefits of getting the power of compound interest working for…
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Long-Term Investing: Why Patience Builds Real Wealth
Empowerment Journey Step 7 The key to financial freedom is combining your personal earning power (your unique skills leveraged into…
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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…