Insights

If you say that using a 401(k) is part of your investing strategy - some will return a scoff of disgust. This is especially true in the FI/RE community.

You may be very wealthy, but if you cannot access your money when you need it most, you do not have liquidity.

Crypto is a highly debated topic with hot opinions on both sides. Who is for it and who is against it?

A common misperception about investing is that it's easy because all you have to do to profit is buy low and sell high. Buying low and selling high sounds simple, right? It is!

If you are not taking advantage of tax savings when investing, you are not building wealth as quickly as you could be.

ESG investing has become a hot topic, and we will continue to see it dominate news headlines.