How to Invest in Pre-IPO Companies
Four weeks ago WeWork was Wall Street’s latest IPO darling. Then the wheels fell off. Their valuation got hacked. Their CEO’s questionable business practices got
October 8, 2019
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!
Four weeks ago WeWork was Wall Street’s latest IPO darling. Then the wheels fell off. Their valuation got hacked. Their CEO’s questionable business practices got
It started with Wealthfront and Betterment. Then the big dogs noticed and now you can find a robo advisor at nearly every major financial firm
Remember that scene in Forrest Gump? He’s rocking on his front porch in his sneakers and khakis. And he decides to start running. He ran
Yes. Without a doubt. Most definitely. 100%. For sure. But I’m no Bran Stark. I only know because there is ALWAYS a recession coming. Recessions
Warren Buffet invests. Jim Cramer trades. Investing is predictable-ish. Trading is speculative. Investing is simple, but hard to stick to. Trading is complicated, but easy
Investing is like using your kitchen sink. The right water pressure depends on what you’re doing. Are you filling a bucket or an iron? Dripping
To Roth or not to Roth… that is the question. We get asked this all the time by our clients. And we always answer with
Remember when the market tanked from September 17 to December 17? It dropped 18% in 3 months. Eeek! Over the last 6 weeks, it’s bounced
“Don’t look for the needle in the haystack. Just buy the haystack.” – Jack Bogle The founder of Vanguard Funds and the father of indexing
Happy New Year! Hopefully 2019 is a better year for the markets. It’s been rough since October, and yet I haven’t gotten a single frantic
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