How Should I Save for Short-Term vs. Long-Term Goals?

Essential readings

4 min read

What Is Diversification and Why Does It Matter?

6 min read

How Can I Minimize Taxes When I Invest?

2 min read

Our Thoughts on Investing in Cryptocurrency

Is a Roth Conversion Right for Me?

IRAs, or individual retirement accounts, are a popular way to save for retirement, and with good reason: IRAs have numerous benefits. You may already be familiar with some of the different types of IRAs, including traditional IRAs and Roth IRAs. But you might not know it’s possible for people…

3 min read

What Are the Benefits and Drawbacks of IRAs?

Individual retirement accounts (IRAs) are a popular way to save for retirement, and with good reason—they come with numerous benefits for investors building long-term wealth. They also come with a few drawbacks you should be aware of. In this post, we’ll break down what you need to know, focusing on…

5 min read

Is a Recession Bad for Investors?

A recession, commonly defined as two quarters in a row of shrinking gross domestic product (GDP), is generally considered bad news. Recessions cause real suffering, especially through rising unemployment and general financial uncertainty—so it’s normal to feel concerned about an economic slowdown and the impact it could have on…

5 min read

What Is Compounding and Why Is It Important?

When you’re building long-term wealth, compounding can help you get there faster by increasing the rate at which your money grows. Understanding compounding is key to achieving your long-term financial goals, so in this post, we’ll tell you exactly what you need to know. What is compounding? Compounding is the…

4 min read

The Stock Market Is Down—What Should I Do?

Stock market volatility can be unnerving. No investor, whether they’re new to investing or have been making deposits for years, likes to see the value of their portfolio go down—even if it’s just temporary. When the market takes a turn, some people will inevitably sell investments in an attempt to…

5 min read

How Should I Evaluate an ETF?

Exchange-traded funds (or ETFs) are a popular way to invest, and for good reason. They hold collections of investments like stocks or bonds, and are a convenient, tax-efficient way to build a diversified portfolio. The vast majority of ETFs passively track indexes, meaning they try to match the return…