How Should I Invest for My Financial Goals?
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
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!
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

Every movie ever made has the same basic beginning, middle and end. In the first 10 minutes, our hero is blissfully ignorant of the trouble

The world’s not short on articles about the benefits of investing in ETFs (aka prepackaged fruit). Google “ETF benefits” and you’ll find countless publications about:

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

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.

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