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You are here: Home / Archives for Investment Management

Investment Management

Robo Advisor vs. Financial Planner: Which is Right for You?

April 6, 2021 by Matt Elliott, CFP®, CSLP® Leave a Comment

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 […]

Filed Under: Investment Management

What is Going on With GameStop

January 29, 2021 by Matt Elliott, CFP®, CSLP® Leave a Comment

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 […]

Filed Under: Investment Management

Are Target Date Retirement Funds Right for Me?

December 1, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

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 […]

Filed Under: Investment Management

Invest Your Fidelity 403(b) Like a Pro

July 9, 2020 by Matt Elliott, CFP®, CSLP® Leave a Comment

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 […]

Filed Under: Financial Plan Creation, Investment Management

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Recent Posts

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  • What to Do With Your Stimulus and Tax Return Checks
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Pulse Financial Planning is a fee-only financial planning and investment management practice located in Rochester, MN.

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Pulse Financial Planning, LLC
3265 19th Street NW Suite 700
Rochester, MN, 55901

Phone: (507) 218-7707
Email: matt@pulsefinancialplanning.com

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Disclosure: Pulse Financial Planning (“PFP”) is a registered investment advisor offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of PFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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