The adviser for millennial investors? Themselves
When I logged onto LinkedIn earlier this week, I stumbled across a Wall Street Journal piece that profiled how younger generations of investors have been…
The rise of financial influencers: what you need to know about finance’s fastest growing trend
The last time I wrote a post, we were in the middle of what financial historians might call the “Meme Coin Rush of 2021.” As…
The truth about the “October Scare” and stock market corrections
As the calendar turns to October, people are settling into piles of leaves, warm sweaters, and everything pumpkin spice. So why do investors historically think…
Dogecoin on M1?Â
Dogecoin, the cryptocurrency that’s all the rage these days, was started as a joke. This “joke” cryptocurrency is now worth around $50 billion, worth more…
5 options for your third stimulus check when you invest, spend, or save
Congress finally passed the American Rescue Plan Act of 2021, a $1.9 trillion stimulus bill that includes a third round of stimulus checks for as…
Mission-minded money management: the case for the long-term investing mindset
For hundreds of years, only an exclusive group of people could invest in the stock market. Over the past several decades, access increased but investing…
What do presidential elections mean for your portfolio?
The 2020 US presidential election is here and Wall Street is not shying away from commentary. For weeks, investors have been bombarded with predictions, surveys,…
Long-term investors focus on their current strategies as the 2020 presidential election approaches
The presidential election is weeks away. On a financial and psychological level, elections influence our thinking, mindset, habits, and strategy. It’s not just the…
Lessons from a strange market, circa June 2020
Tired of trying to figure out the market? In this blog, we share some lessons on how to think about and react to market volatility.
