Financial Literacy

What is a "Good" Investment Return?

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. 

What Snapchat Stock Can Teach Millennials About Investing

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.  

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!

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.