Investing

More and more people are talking about and bringing attention to the gender pay gap. This is fantastic and we need to keep talking about it until all women are paid equally & equitably for their work when measured against their co-working men. But there is another gender wealth gap that isn’t getting the attention it needs, which is the investing gap!

So? You invested in GameStop and made some money, congrats! Do you know how much of that gain went to Uncle Sam? That’s right, making money through investments does in fact trigger a taxable event, aka you owe taxes… it’s called the capital gains tax!

How do you know which robo-advisor is right for you? Below, we review 4 of the most popular options to help you decide!

Many of our clients ask the modern-day question: Should I be investing in Bitcoin? With the recent news of Bitcoin exceeding 20,000, there has been extra buzz about the cryptocurrency. We are not here to tell you whether you should or should not invest in Bitcoin. That’s a decision that is very personal and will differ from person to person. What we are here to do is explain to you (as simply as possible!) what exactly Bitcoin is and why it was created.

A robo-advisor is essentially a robot (duh), or computer algorithm, that takes the place of a human being when it comes to managing investments.

One question we have been asked frequently in light of the pandemic and the residual economic crisis is whether we recommend investing in bonds. Bonds are typically described as less volatile than a traditional stock investment, which make them a more stable choice and can play a key role in your investment strategy.

What’s the difference between stocks and bonds — and which do experts say you should you buy? We break it down.

In the old days, when our grandparents were just starting families and establish their own careers, the only way to invest was to visit your local broker. They would pay a small fee each time they purchased shares of a stock or mutual fund & would often pay an annual fee as well. It worked …

Here is how to get started on the path to financial independence - my best investing advice for young people just starting out.

So, what feels like forever ago now, I contributed to Maggie’s ROTH IRA Challenge where I dug up some super old W2’s and did some nerdy analysis on how my finances might have turned out differently if...

Investing can be an intimidating thing to start. With so many options, how do you know what is right for you? Here are 21 websites to help you start investing.

Start here to understand the 1st step in building an investment asset management strategy. Learn to create your ideal investing portfolio.

Micro investing is the latest fintech trend which enables even the most novice investor to invest effortlessly. The idea is geared towards young people who have a limited amount of resources and do…

Tweet Another mistake made by several investors is they think they can be smarter than the market. Beating the market… this is something we often read about. While you can perform better than an index or any kind of benchmark, you will not do it each year and you will not do it if you […]

Millennials are growing up in tough economic times. If you are a millennial, then you need to read these investing for millennials tips to help get ahead!