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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A Simple Explanation: What Is a Stock?
I still remember the first time I tried to understand what is a stock. I was a young investor, eager…
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A Simple Guide on How to Open an Ira Account
I still remember the day I decided to take control of my financial future by learning how to open an…
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A Guide to the Backdoor Roth Ira for High Earners
I still remember the first time I heard about a backdoor Roth IRA – it sounded like a complicated, exclusive…
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An Explainer: What Is a 401(k) and How Does It Work?
I still remember the first time I tried to navigate the world of retirement savings – I was overwhelmed by…
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A Comparison: Roth Ira Vs. Traditional Ira: Which Is Right for You?
As a financial planner, I’ve seen countless individuals struggle with the roth ira vs traditional ira dilemma, unsure of which…
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The Power of Boring: the Benefits of Passive Investing
I still remember the countless hours I spent analyzing the benefits of passive investing as a young financial planner, only…
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A Simple Guide on How to Buy Your First Index Fund
I still remember the day I bought my first index fund like it was yesterday. It was a moment of…
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Vanguard Vs. Fidelity Index Funds: Which Is Better?
As a financial planner, I’ve seen many investors struggle with the vanguard vs fidelity index funds dilemma. It’s a choice…
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