Robo Advisors - The Future or a Flop?

Robo-advisors are a new technology powered way to handle wealth management. They often consolidate all of your investment management, tax harvesting, and retirement planning requirements in the most efficient way possible.

Personal Finance, Net Worth

Read More...

Robo Advisors - The Future or a Flop?

Robo Advisors - The Future or a Flop?

Robo-advisors are a new technology powered way to handle wealth management. They often consolidate all of your investment management, tax harvesting, and retirement planning requirements in the most efficient way possible.

Personal Finance, Net Worth

Read More...

BLOG CATEGORIES:

How Will Bonds Do if Interest Rates Rise?

How Will Bonds Do if Interest Rates Rise?

With interest rates currently low you may be wondering how your bond fund will do if rates rise. In this post we explore a few scenarios of how it might play out.

Net Worth

Stock Market Returns by Decade

Stock Market Returns by Decade

Graphs of stock and bond returns by decade from 1930 - present, based on three different asset allocations (100% stocks, 50/50 each, and 100% bonds). The returns are often widely different from the average.

Financial Literacy, Net Worth

EE Bonds and I Bonds – Worth a Look

EE Bonds and I Bonds – Worth a Look

The United States Treasury offers two lesser known types of bonds which are sold directly to consumers. They offer distinct advantages over CDs, bond funds, and premium savings accounts which we will discuss below.

Personal Finance, Net Worth

ETFs for Bitcoin and Other Cryptocurrencies

ETFs for Bitcoin and Other Cryptocurrencies

There are several ETFs available for investing in crypto currencies. See the list below and a discussion of the pros and cons of investing in cryptocurrency this way.

Personal Finance, Net Worth

What is a Target Date Fund?

What is a Target Date Fund?

A target date fund is a retirement fund that automatically reduces risk the closer you are to retirement.

Financial Literacy, Net Worth

What to Do About Low Interest Rates

What to Do About Low Interest Rates

Record low interest rates have left people wondering what they should do and what will happen in the future. Here are are several things you can do about the current situation of low interest rates.

Personal Finance, Net Worth

Is Your Home an Investment

Is Your Home an Investment

Before you decide to purchase a home, you should take the time to understand if your home is an investment. Your home is probably the most expensive purchase you’ll ever make, but not necessarily the …

Net Worth, Homes and Real Estate

Average Net Worth by Age - Are You on Track?

Average Net Worth by Age - Are You on Track?

Outlined below is the average net worth broken down by age bracket. Where does your net worth fall when compared to your peers?

Net Worth

6 Ways to Exponentially Grow Your Net Worth

6 Ways to Exponentially Grow Your Net Worth

Building your net worth is the key to financial success. There are several simple methods anyone can use to improve their net worth. By boosting your income and assets while reducing your liabilities, you can …

Personal Finance, Net Worth

Are You Making These 8 Costly 401k Mistakes?

Are You Making These 8 Costly 401k Mistakes?

In order to enjoy a comfortable retirement, it’s vital you save as much as possible. If you want to maximize your retirement reserves, here are the most common 401(k) mistakes to avoid.

Net Worth, Risk Reduction

How My Wife and I Were Able to Start Maxing out Our Retirement

How My Wife and I Were Able to Start Maxing out Our Retirement

Here’s how my wife and I got to a place where we could max out our annual retirement contributions. By doing so we gave ourselves a nice raise in the form of a tax cut.

Family and Finances, Net Worth

How Asset Allocation Is Related to Net Worth and Risk

How Asset Allocation Is Related to Net Worth and Risk

Do you know what your net worth is, where it is allocated, and how much risk you are carrying? This post shows how three families with very different asset allocations fare over a five year …

Financial Literacy, Net Worth

Loading...