Personal Financial Advice from a former Certified Financial Planner
Every year or so, somebody freshens up a study that shows active mutual fund managers underperform passive investing, usually in the form of an ETF of the category benchmark. In plain English: Buying the ETF instead of the mutual fund of the same type will generate higher returns for you …
Sometimes, a fast rise comes with expectations that are difficult to live up to. Sometimes the person rising fast doesn’t really help matters. Cathie Wood came into the “mainstream” of financial news with a prediction of a huge rise for Tesla. She was “right,” at least over that sample period, …
It is time for a mega-review session where we review Stash versus Acorns versus Robinhood versus Betterment, and Wealthfront. Why these apps? These are current front runners in a crowded space that encourages small investments from regular people as a way to invest rather than the traditional broker models of …
As a freelance finance writer, I get a steady feed of financial news stories and articles. I thought I would share this one from investors.com. Headlines Matter A lot of financial writers are under instructions to post something every day, or even several times a day. Under those circumstances, they …
I keep getting questions about the pros and cons of Wealthfront, probably because they are advertising pretty heavily on Facebook and other platforms. So, it’s time for a Wealthfront review. The most important thing is to make sure Wealthfront is legit. It is SIPC insured (that’s like FDIC insurance for …
There are many different ways to successfully invest for the long-term. One such strategy is indexing. The idea of index investing is that over time very few, or maybe even none, of the various mutual funds out there, nor any portfolio you make yourself, beats the returns of the index anyways, …