Investing

In today’s ever-changing world of financial planning, the advent of robo-advisors has become more commonplace. Of course, there are advantages and disadvantages to the use of investment tools. In [...]

In today’s world of corporate America, it is increasingly left to the individuals to fund their retirement. Basically, gone are the days of company pensions of defined benefit plans, and we are [...]

In the summer of 2016, Charles Schwab entered the low-cost lifecycle fund arena competing Vanguard head to head. At the time Schwab entered this market they we, in fact, cheaper than the old [...]

I have talked about the need to be conscious of fees when purchasing mutual funds and exchange-traded funds (ETF) but there is a new twist in the ETF world. Yes, fees on mutual funds were around [...]

Five Timeless Sayings for Financial Success When it comes to personal finance, some “typical” savings are true regardless of who says them. In this post, we will examine five of these sayings and [...]

Well, there is certainly some volatility in the US markets the past few weeks. And it seems that the market’s volatility is not limited to the US as Emerging Markets are also taking a big hit as [...]

This is the time of the year where the markets tend to make minor corrections and pull back a little. The market sell-off this year during the previous few weeks has the appearance of being a bit [...]

Three Buckets of Saving So, how do you invest when the markets are going every which way? Well, the answer is you take a holistic approach to your investing. Most people actually know what it is [...]

A Lost Year in the Markets? The last year for the stock market has been one of severe ups and downs. Many people think that in addition to the tax cuts which do not appear to have panned out the [...]

Financial Statements They say the language of business is accounting. If that is the case, most people who invest in businesses do not necessarily speak the universal language of business. As I [...]