How I Passed the CFA Level I Exam On My Own in Just One Month

Plus a Free Sample Study Schedule and Tips & Tricks!

Last week, I found out that I passed the December CFA Level I exam. After studying for just one month, I was thrilled to learn that I had succeeded. Since I've received a few messages asking for advice, I thought I'd share my systematic study process here.

17 Money Resolutions to Make in 2017

We're a few weeks into 2017. By now you're either kicking a**, or you've entirely given up on the resolutions you set for yourself. Either way, it's a perfect time to focus on one of the areas we often forget about when setting resolutions: our finances.

So here are 17 financial resolutions to get you on track in 2017!

Exclusive Interview for Fiduciary News

Cheers to what is hopefully the first of many exclusive interviews for ReisUP!

This week, I had an incredible opportunity to talk to Chris Carosa at Fiduciary News about millennials and money.

7 Investing Mistakes Millennials Are Making

"No, I don't consider myself an investor." According to a recent study by Fidelity, that's the response you'll get from 91% of millennials even though 63% of them have some kind of investment account. Clearly there's a disconnect here, and it's causing millennials to make some serious investing mistakes. 

How to Make Money in Your 401(k)

A couple of weeks ago, I asked my email subscribers for their biggest WTF questions when it comes to money. I got some amazing responses, but this one really stuck out: 

How do I make money in my 401(k) when I’m only offered certain investments?”

As I was responding to this reader’s email personally, I realized that he’s not the only one with this question. So I decided to share my response to his question here to help all of you.

The Elephant on the Debate Stage: Financial Illiteracy

Unfortunately, there hasn't been a whole lot of why in the debates. This is particularly true when it comes to the main topic of last Wednesday's kerfuffle: the economy. Whether it's the crash of 2008, the Great Recession that followed, the widening wealth gap, or ballooning student loan debt, both sides are quick to blame the other and Wall Street greed as causes.

But is there a larger issue at work here? A common thread that no one’s thought to point out yet? I think so. I think the why behind a lot of these issues is financial illiteracy...