Teaching kids about money and investing from a young age is one of the best things parents can do.  Think about it.  Time is a key ingredient to investment success because you let the magic of compound interest do its work and build wealth for you. Kids have time!  Warren Buffett says that the biggest […]

Let’s talk about cleansing. Not the type where you drink kale juice for three days and walk around grumpy. I’m talking about a unique benefit of investing in index funds – its ability to self-cleanse. What is an index Let me explain.  An index fund tracks the performance of a specific index.  An index measures […]

Let’s talk about the most important decision you are going to make as an investor – choosing your asset allocation. Your investing journey should start with identifying your goals, investment horizon, and level of risk you can tolerate and still sleep well at night. The next step is deciding on your asset allocation.  Think of […]

I have a confession to make. I’ve been a longtime skeptic of cryptocurrencies, Bitcoin in particular.  I had no idea what it was, and I did not want to be bothered to dig deeper.  I told myself that I would follow Warren Buffett’s approach – I will not invest in what I don’t understand. But […]

Having a long-term financial plan and sticking to it is an essential part of investment success.  However, a completely “set it and forget it” approach to investing is not safe. It pays to revisit your portfolio at least once a year and check if your current asset mix is on target.  If it is off […]

We have all heard of compounding, but let’s break it down to bare basics because compounding is one of the most important concepts to understand when managing your finances. I love this quote by Albert Einstein – “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, […]

Picking an exchange-traded fund (ETF) could be an overwhelming task.  There are thousands of ETFs out there (7,602 to be exact).  How do you find the right one to fit your investment strategy and goals?  Here are three simple tips to help you chose the right ETFs for your portfolio. Everything starts with asset allocation […]

So, you’ve decided that achieving financial freedom and building long-term wealth for your family is a worthy goal.  You know that investing is a big part of getting to that goal.  But which path should you take? You have three main routes.  First, you could hire a financial advisor, and he/she will do all the […]

Hey, girl!  I’m so glad you’re here!  Congratulations on taking the first and most important step toward starting to invest. Many women tell me that they want to start investing, but they feel overwhelmed, scared, and unsure where to begin. This post will break down the high-level basics of investing:  what is investing and why […]