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!
The annual Berkshire Hathaway shareholder meeting took place last weekend. I watched all 6 hours and recorded some highlights I’ll share this week. If you’ve
I know you got one. A funny money account. It’s cool. I got one too. What we don’t all have is a plan to fit
You’ve probably heard of the 4% rule when it comes to safe withdrawal rates.If not, here it is in a nutshell: You can withdraw 4%
Making ongoing smart decisions requires us to separate the outcome from the decision making process. If I made the right decision, but did not get
..yawned. We haven’t seen an 8.5% inflation rate since 1981. [For the record, I’m not insensitive to the fact that for people like single moms
ETFs. Exchange Traded Funds. Index funds. You’ve read about them in personal finance columns. You’ve heard they’re the investments you should own. And if you’re
To be clear, in no way am I trivializing the terrible things happening in the Ukraine right now. Our hearts go out to the Ukrainians
With the markets in turmoil because of the Russian invasion of Ukraine, there seems to be an increased volume in gold ads. Certainty in uncertain
I flipped on Squawk Box (my favorite CNBC morning show) this morning at 4:45am. “The US Futures are down 650 points on concerns that Russia
Historically, 401k’s have been great for saving, but SUCK for investing… …until now. How investing your 401k used to work HR works with an investment manager