I still remember the first time I dove into the world of investing – it was overwhelming, to say the…
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The Coffeehouse Portfolio Explained: a Simple Investment Strategy
As I sit here sipping my coffee, I often think about the misconceptions surrounding the coffeehouse portfolio explained. It’s astonishing…
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A Guide on When to Sell an Investment: a Planner’s Perspective
I still remember the countless hours I spent pouring over financial news and blogs, trying to decipher the perfect strategy…
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A Guide to Dividend Reinvestment Plans (drips)
I still remember the first time I stumbled upon a guide to dividend reinvestment plans (drips) – it was like…
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Is It Better to Invest a Lump Sum or Dollar-cost Average?
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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