Now that tax season is over, you're probably anxiously awaiting your refund and daydreaming about all the fun, frivolous ways you could blow it. Not so fast, my friend. Commit to spending your refund wisely and putting those dollars to work for you. Here are eight savvy suggestions!
A Tale of Birth and Rebirth, of Finding Passion in Pain
I often get asked how I changed course from the pre-medical path I was previously on to my career now in the investment world. The answer I give usually includes this story. It all started on April 8th...
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.
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!
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.
Don't worry, I've got your back. As a financial professional, these are the 10 financial terms I think everyone should know.
"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.