Financial Planning
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8 Investment Mistakes You Don’t Know You’re Making
The most dangerous investment mistakes are those that go unnoticed. In this list, we'll reveal 8 common investment mistakes you might not even know you're making....
Why the race to zero is a double edged sword
Charles Schwab officially changed the game when they announced commission-free trading on all stocks and ETFs. Starting on October 7, Schwab is lowering the price of...
Rollover Your 401(k) to an IRA for these reasons
Whenever you change jobs, you usually have the option to rollover your 401(k) to an individual retirement account (IRA). Other options typically include cashing it out,...
Employee stock options — avoid these mistakes
If you work for a publicly traded company, you likely receive employee stock options as a part of your compensation package. Employee stock options can be...
Portfolio Allocation: Avoid these 3 common mistakes
Proper portfolio allocation is very important. If you need a refresher, review our article about understanding the impact of portfolio allocation. In over 40 years in...
Understanding the impacts of portfolio allocation
Understanding allocation is a very important concept when it comes to managing your investments. Allocation refers to how much money you invest in a particular investment...
3 low cost ETF’s we’re buying right now
In an earlier blog post, we answered the question of what is an ETF and also explained why they are so popular. Today, we’re sharing 3...