A “robo-advisor” is an online technology that provides automated financial services. Pioneered by Betterment in 2010, they have increased in popularity over the past decade with dozens of companies offering these services today. So when does it make sense to hire a financial planner or utilize a robo-advisor? The first question to ask yourself is […]
Investment Management
What is Going on With GameStop
I typically don’t comment on short term market fluctuations or individual stocks. Given all the chaos with GameStop (GME) stock this week, I felt it is a good time for a reminder why. What is going on with GameStop Like you, I have seen and read countless news stories about GameStop recently. I haven’t seen […]
Are Target Date Retirement Funds Right for Me?
What is a target date fund? A target date fund is an investment that is designed to provide a reasonable risk/return trade off given the year you plan to begin withdrawing from the fund. It is a “fund of funds”, which means it is a mutual fund that owns other mutual funds. The idea is […]
Invest Your Fidelity 403(b) Like a Pro
Doing the right things consistently with your retirement plan can have a huge impact on your financial future. That great opportunity can create stress if you’re not sure exactly what you should be doing with your investments. That is why I created this step-by-step guide: To help you take control of your 403(b) plan at […]
