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Financial Education Can Be Complex, But Our Blog Makes It Quicker and Easier

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!

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What Is an ETF?
Investing

What Is an ETF?

ETFs. 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 a Financial Zen

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Should Your Freak Out?
Investing

Should You Freak Out?

The market was down over 5% in October. Eek! You should be in full-on freak-out mode if one of the following situations describes you… 1.

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Watch Spike, Not Chester
Investing

Watch Spike, Not Chester

Remember that Looney Tunes cartoon with Spike and Chester? Spike, a big, lumbering bulldog, calmly and confidently strolls down the sidewalk with a toothpick in

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65 mph in your driveway
Investing

65 mph in Your Driveway

If you’re 200 miles from your destination, you’re likely on a highway driving 65(ish) mph. If you’re 2 miles from your destination, you’re likely on

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The only three times you should sell
Investing

The Only Three Times You Should Sell

Assuming you’re already invested in a well-diversified portfolio of low-cost index funds, the only 3 times you should sell…EVER…is: 1.      Your financial goals change2.      Your risk tolerance

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The Only Two Ways to Invest
Investing

Only Two Ways to Invest

Picture a little boy running around a cruise ship.   Little Johnny runs up the slide, then down the slide.   Dives into the pool, then runs

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Money is like soap
Investing

Money Is Like Soap…

…the more you handle it, the less you have. The unspoken secret to long-term investment success is…ironically…to do nothing.  Buy…and then hold. Wall St. doesn’t

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