Within hours of publishing an article highlighting the best investing apps of 2018, I had to re-order my rankings because I stumbled upon what I believe to be the investing platform of the future: M1 Finance. Why? Because if you take the best features of every other company disrupting the …
Investing
The Best Investing Apps – 2018
The investment industry has historically been very complex, lacked transparency, been loaded with fees and sophisticated advice mostly catered to the wealthiest 1% of our country. But, thanks to financial technology (FinTech), those days are gone. Each month, I'm reading about a new company popping …
Am I Crazy for Paying Down My 2.875% Mortgage?
When I was a $hitty Financial Advisor, the thought of paying down a sub-5% mortgage was ludicrous. The logic was simple: Why payoff a loan at 5% (or less) when I can invest and earn 7% (or more)? But, as I've gotten older and realized that money management is more about psychology than …
The 5 Best Investment Resources You’ve Never Heard Of (And They’re All Free)
“Improve finances” is the second most common New Year’s resolution right behind “lose weight.” For many Americans, “improve finances” is code for “I should save and invest more.” But, investing (and, specifically, knowing where to start) can be intimidating. So, I've compiled the best investment …
5 Important Lessons I Learned About Investing as a $hitty Financial Advisor
I always wanted to be a Financial Advisor. And then I became one and quickly realized that my dream wasn't everything I thought it would be. There were 3 things, in particular, that drove me nuts and ultimately led to my demise. Most people hate to think and talk about money. We spend more …
The Importance of Diversification Explained in Super Simple Terms
Check out this window: Question: What happens when a rock is thrown at this window? Answer: The entire thing shatters. Next, check out this window: Question: What happens when a rock gets thrown at this window? Answer: 1/4 of the window shatters. Lastly, check out this …
Sample Investment Portfolios from the Experts
Everyone knows that they need to invest, but very few know where, when and how to do so. In an attempt to overcome the paralysis caused by too many investment options, I bring to you a list of sample investment portfolios from the "experts." I put quotations around the term "experts" because even …
