Category: Investing

Illustration of a person doing some financial planning to pair with a blog about the direct indexing strategy.

The Case for a Direct Indexing Strategy

Learn how index investors with taxable accounts can build a tax asset without changing what’s working.

Illustration depicting a person confused about how to invest their money to support a blog post titled "Paid Like a Lawyer, Planning Like Everyone Else: Why It Doesn't Work."

Paid Like a Lawyer, Planning Like Everyone Else: Why It Doesn’t Work

When compensation isn’t evenly distributed throughout the year, conventional budgeting advice falls short, and traps emerge. Learn why and what to do about it.

Illustration of someone giving a lecture on student loan repayment strategies for high earners.

Cutting Through Student Loan Repayment Complexity for High Earners

Student loan repayment plan changes have made crafting a strategy essential for everyone, but the math differs for high earners. Learn why.

Big fish with "time" on it, eating little fish with "ing" on it, eating money to illustrate "time in the market beats timing the market" topic.

Why Time in the Market Beats Timing the Market

It is hard to hold your ground when the stock market gets volatile, but here’s why time in the market beats timing the market every time.

Person performing math to analyze a decision about stock-based compensation.

How to Make Decisions About Stock-Based Compensation

Stock-based compensation can be exciting, yet it can lead to lots of questions. Get a math-based framework for analyzing the situation.

Illustration of a person sitting in a tree branch with "taxes" written on it, and cutting it off the tree, which has the word "portfolio" on it. To illustrate a blog post about using your tax return to determine if you financial advisor is costing you a fortune.

Is Your Financial Advisor Costing You a Fortune? Your Tax Return Reveals the Truth

Learn how to review your tax return for potential opportunities and problems with your financial strategy and advisory relationship.

Figure observing headlines reading "bad news," "fear," "panic," and "sell" to illustrate effects of emotional contagion.

2025 Stock Market Commentary

Feelings of economic doom and chaos are causing widespread concern in today’s financial landscape, fueling emotional contagion. What can you do?

Figure focused on the types of financial risk that matter to illustrate a blog post about financial risk.

Financial Risk: How to Focus on What Matters

When planning your financial future, you must manage all financial risks, not just your investments. Here’s our perspective on prioritizing.

Drawing of a human figure sitting on a "planning" sign with a view of a prosperous future, above people with scary election-related signs. It is to illustrate a blog post about the stock market during election years and what that means when planning for your financial future.

The Election and Your Money

Get a financial advisor’s data-based perspective on what happens to the stock market during election years and the impact on financial planning.

Illustration of a roulette wheel with investment terms on it to illustrate an article discussing healthy stock market investing and the importance of investing vs. gambling.

Healthy Stock Market Investing: A Mindset Shift

Are you an investor who is more focused on trading tactics and financial products than results? If so, you might be gambling, not investing.

Drawing of a person making a money decision to illustrate an article about preventing regret after RSUs vest.

How to Prevent Regret After Your RSUs Vest

Learn how setting goals and creating a plan for taxes and diversification can help improve future outcomes with your restricted stock units.

Recent college grad looking at their initial salary and wondering how to best put it to use.

Your Initial Salary: What Now?

What steps can you take as a college graduate to set yourself up for financial success? Get advice from a peer studying financial planning.