Can Direct Indexing Increase My Investment Returns?
2022-09-29
Ever wish you could make changes to the index fund in which you invest? While in the past this mayContinue Reading
Decision Fatigue
2022-08-11
Ever felt tired of making decisions? Maybe it’s been a long day at work, you come home, there’s nothing toContinue Reading
How Many Accounts Should You Have?
2022-07-07
Over my lifetime of investing, I have cobbled together a plan that has helped me stay mostly on track forContinue Reading
Discount Agents — An Alternative to the Traditional Real Estate Agent
2022-06-02
Recently I wrote about my experiences with traditional real estate agents. In a nutshell, if you’re not a first-time buyerContinue Reading
Is Joint Checking Right for Your Relationship?
2022-04-07
My wife and I have joked that we must have been friends in a past life. Many times throughout ourContinue Reading
Some Things to Look for When Researching a Charity
2022-03-03
When a disaster happens many of us look for a charity to help the people most affected. Sometimes it’s aContinue Reading
A Better Option for Your Emergency Fund?
2022-01-27
People agree that building up and maintaining an emergency fund is one of the most important things you can doContinue Reading
Venmo: More Private, More Fees
2021-09-09
Venmo recently announced changes to their app and released a new look and feel. Here’s how their changes might affectContinue Reading
How to Pick the Right Credit Card
2021-06-17
It can seem daunting to try to choose the perfect credit card. While the basics are the same – youContinue Reading
Fintech Safety — Best Practices
2021-05-27
As we rely on our phones to manage more of our daily lives, it’s no surprise that fintech apps haveContinue Reading
One-Time Financial Planning
2021-05-13
It sometimes seems like once you’ve figured out part of the investing world your needs change. Maybe you understand howContinue Reading
Robo-Advisor? DIY? Financial Advisor? What’s the Answer?
2021-01-28
Unfortunately, there’s no right answer for everyone. Some people swear by their financial planner as they sail through the CaribbeanContinue Reading