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...
Part 1: It's All Relative
A friend emailed me a while ago with some questions about her retirement plan. She went on to say that her account returned 8.6% last year, which “seems low”, then asked “Is it?” And finally, ended her email with “HELP ME, I KNOW NOTHING!”
To help you understand what is and is not considered a "good" investment return, I'll be answering her questions in a four-part series. Click "Read More" for Part 1.
Don't worry, I've got your back. As a financial professional, these are the 10 financial terms I think everyone should know.
Get a free, customizable FI spreadsheet!
You’ve probably at least heard the term financial independence (FI) - young couples claiming they've quit working and are living entirely off of their savings and investment portfolio. But how do they do it?? Is it really possible?
The answer: Absolutely. It simply depends on how bad you want it and what changes you’re willing to make to get there...
Just because you use it, doesn't mean you should own it
There's no pretty filter for ugly earnings, folks. Snap’s quarterly results, from revenue to new users, came in lower than expected. These lackluster results sent the stock tumbling over 20% during today’s regular trading hours. As this was many millennials' first foray into the stock market, a lot are left wondering where they went wrong. Here's the important investing lesson millennials can learn from Snapchat.