So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
Amanda had a discovery call today with a prospect looking for an “advanced investment strategy. You know, one with alternative investments and hedge funds.” We’ve
Warren Buffett has been saying that for decades. And every decade, someone thinks he’s finally wrong. He never is. America turns 250 this weekend. And
Buy bonds. Done. See you tomorrow! JK. (But also, not really.) Seriously, though, there is a very specific risk that—if not mitigated properly—could reschedule your
There is an extremely high likelihood that you’ve done – or ARE DOING – one of these three things. #3: NOT PAYING ATTENTION I look
One of our Members asked us to talk to their newly minted college graduate about personal finance best practices. (Stay tuned for that content.) But
Below is a flashback to our FZ Daily from mid-year 2022. You might remember that 2022 sucked for the markets. Inflation hit 8%, and by
Why I think AI won’t replace skilled financial advisors. Chatbots are designed to increase user engagement by validating your perspective. When Claude, or chatGPT justify
This is what happens when you enroll in your Employee Stock Purchase Plan (ESPP) and max it out: You Pay $21,250 (money gets deducted from
Maxing out your 401(k) in the beginning of the year might not be the best strategy… Let’s say you to front-load your 401(k) contributions and
If you have been tuning into the news lately, you might think the sky is falling. The talking heads are doing what they do best: