The Wealth Mode Blog
The Single Most Important Thing in Investing
Being a financial planner, the most frequent question I get in small talk is, "So what should I invest in?" But that's not the most important thing in investing. What is, then?
How Mutual Funds Make Diversification Easy
The conundrum of the average investor who wants to be properly diversified is solved by mutual funds. By pooling your money with other investors, you can own several different asset classes to reduce your risk, and still get an adequate investment return.
How to Invest With Less Risk
In my experience, the number one reason people haven't started investing is because they are afraid of risk, and don't correctly understand its role in investing. Here's how to invest with less risk and still get an investment return you need for your goals.
Why Roth IRAs are Overhyped
Most sources heap lots of praise on Roth IRAs, usually by hyper-focusing on the appealing idea of not paying taxes when you withdraw your money in the future. I'll play devil's advocate and bring down the hype so we can look at the benefits of the Roth IRA objectively.
What the Election Results Mean for Your Investments
The presidential election race is over. But your investing race is ongoing - are you avoiding the distractions and "training" correctly to make sure you win?
Robo-Advisor or Human Financial Planner? Or...Both?
When it came time to choose how I'd handle investments, I wanted my clients to get the best of both worlds: the low-cost efficiency of a new, modern investment company combined with the guidance of a human advisor.