Earning and maintaining the Certified Financial Planner designation is no easy task. It’s the mark of someone who’s put in the time and energy to prove they know what they’re doing. Learn more here.
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I Bonds are inflation-indexed savings bonds issued by the U.S. Treasury.
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What’s not to love about investing in a sustainable ESG fund in your 401(k) or similar defined-contribution retirement plan? The answer isn’t as obvious as you might think.
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Direct index investing shares some traits with its more familiar cousin, index fund investing.
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Cryptocurrency was introduced in 2009 by a pseudonymous Satoshi Nakamoto. Nakamoto described a new kind of money, or currency, which was meant to exist in a secure, stable, and limited supply
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Behind the scenes, Monte Carlo calculations are quite complex. They’re based on inputting a number of factors that reflect your unique circumstances
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What are your investments really costing you? If you’re not sure, you’re not alone.
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A retirement portfolio that happens to experience positive returns early in retirement will outlast an identical portfolio that must endure negative returns early in retirement
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Evidence-based investors build and manage their portfolio based on what is expected to enhance future returns and/or dampen related risk exposures, according to the most robust evidence available.
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Fiduciary advice makes sense to us too. Investors deserve nothing less than the fairest possible shake from anyone entrusted with advising them about their personal wealth.
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