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If you have ever wished for a robot to do the dishes or pack school lunches in the morning, you are going to like the concept of Robo-investing.  Even though Robo-advisors are not new to the market (the first one was launched in 2008), very few people understand how robos work and the benefits of […]

All about investing with Robo-Advisors and the best Robos right now

Financial Wellness

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 […]

Four Simple Portfolio Strategies for DIY Investors

Financial Wellness

Stock Investing for Beginners

When we hear the word “investing,” most of us picture men in vests and crisp shirts with their sleeves rolled up, trading millions of dollars on the stock exchange.  I’m here to tell you that you don’t need to be a Wall Street trader, a finance geek, or someone with lots of money (or a […]

How to Invest in Stocks: A 10-Step Guide for Beginners

Financial Wellness

I have a confession to make.  I love sweets!  I am also a huge fan of simplicity and automation, especially when it comes to my finances.  What if I told you there is a “set it and forget it” type of investment that simplifies saving for retirement and your kids’ college?  It’s like receiving a […]

This May Be The Only Investment You Need To Own

Financial Wellness

The Beginner's Guide To Index Fund Investing

“By periodically investing in an index fund the know-nothing investor can actually outperform most investment professionals.” – Warren Buffett. If you were to ask Warren Buffett (arguably the greatest investor of all time) what you should invest in, he would suggest that you buy index funds. He has also instructed his estate’s trustees to put […]

The Beginner’s Guide to Index Investing

Financial Wellness