Our educational personal finance blog features syndicated articles from the flat fee financial advisors in our directory. They are republished here with permission.
April 12, 2025
Entrepreneurship: Balancing Business Growth and Personal Finances – A Tightrope Walk
Let's discuss the delicate balance between fueling business growth and maintaining personal financial health, exploring strategies that can help entrepreneurs find balance.
March 26, 2025
How To Diversify An Equity Portfolio
"Help! I need to diversify my equity exposure!" Fortunately, we have lots of data and research to show which asset classes are helpful in adding diversification to a stock portfolio. Here are a few asset classes you may want to look into, and two that are wrongfully assumed to add diversification.
February 18, 2025
How to Hire a Financial Advisor
The financial advisor hiring process is not easy, but it can be much easier than it’s made out to be. You do not need to fill out a convoluted sales funnel form on a, “SmartApp,” to be paired with a, “fiduciary,” advisor. And what does fiduciary even mean anyway? Spoiler alert: it’s both more & less than the marketing pieces from big advisory firms want you to think it is.