I still remember the first time I had to rebalance my own portfolio – it was a daunting task that…
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An Explainer: What Is a 60/40 Portfolio?
I still remember the first time I encountered the concept of a what is a 60/40 portfolio. I was working…
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An Analysis: Is Buying a Vacation Home a Good Investment?
As I sit here, sipping my coffee and staring out at the serene landscape of my own vacation home, I’m…
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A Guide on How to Finance Your First Rental Property
I still remember the day I decided to invest in my first rental property – it was a mix of…
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A Guide to Real Estate Crowdfunding for Beginners
As I sat down to write a guide to real estate crowdfunding, I couldn’t help but think of all the…
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A Beginner’s Guide: What Is House Hacking and How to Get Started
I still remember the first time I stumbled upon the concept of what is house hacking and how can it…
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A Simple Guide to What Are Reits for Real Estate Investing
As I sit down to explain what are reits, I’m reminded of the countless times I’ve seen investors get caught…
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A Beginner’s Guide to What Are Dividends?
I still remember the first time I heard someone explain what are dividends like it was a get-rich-quick scheme. They…
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The Difference Between Stocks and Etfs Explained
As a financial planner, I’ve seen many of my clients struggle with the difference between stocks and etfs. They’re eager…
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An Explainer: What Is a Bond and How Do They Work?
I still remember the first time I tried to learn about what is a bond. I was overwhelmed by complex…
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