Some origianal thoughts and insights from others that we curate for you.

Why is my money invested in the way that it is?

Diversification is a fundamental investing principle, but it is often misunderstood. Many investors tend to view individual investments in isolation (is it good or bad?). In a properly designed portfolio investments are not good or bad - each part of a diversified portfolio serves a specific purpose.

Amidst the COVID-19 pandemic, it's important to remember the impact past pandemics have had on our country. We're discussing the direct impact pandemics have on the economy, and what we may want to prepare for now.

One of the authors of Happy Money, Michael Norton gave a TED talk several years ago about how to buy happiness. His research may not be what you think and it is worth watching.

Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

When reviewing the key differences between Roth and Traditional IRAs, it’s important to ask yourself: “When is the most advantageous time to pay tax on my income?”