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News, Investment, and Financial Planning Information

Relevant articles about investment management and financial planning for young professionals.

As a professional in the financial industry, I understand the importance of staying up-to-date with the latest news, investments, and financial planning. Finance is a constantly evolving field, and it's crucial to understand the market dynamics and the factors that can impact your investments and financial decisions.

My goal is to provide analysis and research-backed insights to help you navigate the complex financial landscape. Whether you are a seasoned investor, a business owner, or a finance enthusiast, these articles will have something for you.

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Are you a HENRY? It stands for High Earner Not Rich Yet, referring to individuals who make a great salary but aren't able to save and invest enough to become financially independent. If this descripti...

building wealth how professional investment management can help

Are you a young professional aiming to build wealth but don't know where to start? The key to achieving financial freedom is to start early and invest wisely. However, navigating the complex finance w...

Risk tolerance is a key factor in achieving successful investments. Understanding your investment risk tolerance and goals is essential to creating an investment strategy that aligns with your comfo...

Feb 2023 Market Content

Stock markets in the U.S. and around almost all of the world dropped in February, in very stark contrast to January, when almost all equity indices around the world advanced markedly.

The DJIA saw t...

easy 50-30-20 budget

Managing your monthly financial budget doesn't have to be complicated. But it is necessary for financial security and stability. One popular budgeting rule that can help you achieve this is the 50-3...

New job old retirement account

For many individuals, changing jobs can be an exciting opportunity to advance their careers or pursue new interests. However, it can also present a challenge when managing retirement savings.

When...

bad inflation strategy money stuffed in a box

When deciding where to store your money, it's important to consider if your options will keep up with inflation. Bank CDs and keeping cash at home may not be the wisest choices.

What is Inflation?

...
credit card debt

Credit card debt is a significant problem in the United States. According to the Consumer Federation of America, 83% of all households have at least one c...

January 2023 Market Commentary

Stock markets in the U.S. and almost all of the world jumped in January, in stark contrast to the month of December, giving investors worldwide hope that 2023 might be a good year.

In fact, the larg...

hands holding wallets, piggy banks, and credit cards

There are three keys to investing that you can use as a framework for thinking about different types of investments and how they fit into a well-diversified portfolio. 

Risk: When we invest, we are...

which to prioritize, emergency savings or retirement goals

When it comes to personal finance, many competing priorities can make it challenging to determine where to focus your efforts. For many people, the choice between building emergency savings and workin...

Child looking at a piggy bank

The importance of financial literacy for children cannot be overstated. One of the most effective ways to teach children about money management is by encouraging them to open a savings account. A savi...

inflation affects retirement spending

You hear it all the time: you should ensure your retirement savings keep pace with inflation. But what is inflation, and how does it affect your retirement savings? Let's explore.

Inflation is an in...

Global equity markets had a pretty good fourth quarter – except for the tech names – and when the final Wall Street bell weakly tolled on Friday, December 30th, most of the major global equity markets...