Social Security Basics to Know

Social Security Basics to Know

Social Security is a critical part of a person’s retirement income, but it is often misunderstood. It is difficult to understand what Social Security will provide for you in the future because it is a complicated program.  The most important thing you should...
The History of Inflation

The History of Inflation

After joining World War I, the US Government created the consumer price index (CPI) in 1917. Food price data was used to calculate the CPI beginning from 1913, a four-year period. From 1913 to 1919, inflation was uncontrollable, resulting in a collective total of...
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...