As a financial planner, I’ve seen many clients struggle with the question of is it better to invest a lump…
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A Guide on How to Use Dollar-cost Averaging to Your Advantage
I still remember the first time I learned about dollar-cost averaging – it was like a breath of fresh air…
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A Planner’s Advice on How to Stay Calm During a Stock Market Crash
I still remember the day the market plummeted in 2008 – my clients were frantic, and I was getting calls…
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A Guide to Creating an Investment Plan
As I often tell my clients, the most important step in achieving long-term financial success is creating a guide to…
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A Guide on How to Set Up Automatic Investments
I still remember the day I realized that investing for the future didn’t have to be a daunting task. I…
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An Explainer: What Is a Target-date Fund?
I still remember the first time a client asked me what is a target-date fund. They had been sold a…
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A Guide to a Three-fund Portfolio: the Simplest Way to Invest
As I sat down to review my own investment portfolio, I couldn’t help but think about the countless hours I’ve…
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An Explainer: What Is Diversification in Investing?
I still remember the countless hours I spent analyzing historical market data, only to realize that the most effective strategy…
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A Guide on How to Rebalance Your Portfolio Annually
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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