Creating a Much More Personalized Financial Plan

Creating a Much More Personalized Financial Plan

Having a financial plan is crucial to monetary success in your life. There are many financial plans you can choose from. Between all the advice available online and the entire industry of financial advisors, you have no shortage of choices. However, the real secret to...
The Benefits of a Concentrated Portfolio

The Benefits of a Concentrated Portfolio

The concept of index investing goes back more than 40 years. Since its debut, there has been a constant debate between active equity management and more passive styles. Most money managers can’t beat the markets consistently, leading many investors to index...
Financial Planning for Newlyweds

Financial Planning for Newlyweds

It is undoubtedly essential for newlyweds to have a conversation about their finances, even if it feels like an awkward subject in the beginning. The truth is that discussing money matters is certainly not the most romantic thing to do. Still, in the long run, it...
Investment Opportunities in 2021

Investment Opportunities in 2021

There are plenty of new investment opportunities on the horizon, thanks to how quickly the financial world can change. Those looking to begin investing now have more options than ever, while experienced investors will undoubtedly continue the trends they have started...
Pros and Cons of Small Cap Stocks

Pros and Cons of Small Cap Stocks

Small-cap stocks are investment portfolios for small publicly trading companies. These are companies that have a market capitalization of between $300 million to $2 billion. Market capitalization refers to the value of the company trading multiplied by its current...
How to Make the Most Out of Your Stimulus Check

How to Make the Most Out of Your Stimulus Check

For many Americans, the stimulus checks that were announced in April of last year came in handy to make ends meet in the course of the covid-19 crisis and the highest unemployment rate that the United States has witnessed to this day. However, there is a substantial...