Mutual Funds. Exchange Traded Funds (ETFs). There has to be some major difference between the 2 right? I mean, after all, the finance world would never give 2 different names to the same thing, right? When it comes down to the basic idea of the investments, they are the same. Both funds function by collecting... Continue Reading →
The Hidden Power of Personal Capital
One of the things I found most challenging at the start of my financial journey was simply keeping track of all my different accounts. I had a 401(k) account with company A, a brokerage account with company B, a Roth IRA with company C, an HSA account with company D, an employee stock plan with... Continue Reading →
Investment Strategy Diary
Buying a home, getting married, having a child, celebrating another birthday… What do all these things have in common? They are life changes which (possibly) require a change in your investment strategy. So even if you plan to become a crazy cat man/lady, you will still need pay attention… In this series of posts, I... Continue Reading →