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.
April 9, 2025
Investments are just like tools, we want to make sure that we are using an appropriate tool for the right procedure because if we don’t, we can create more harm to ourselves than the potential benefit we were hoping for.
April 2, 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.
March 20, 2025
Wealth is more than valuable possessions & money
Wealth… what a beautiful word, don’t you agree? It rolls off the tongue and gives us a sense of satisfaction as it’s heavily associated with happiness (think, Scrooge McDuck taking a swim amongst his gold coins).
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.