Starting to invest can be overwhelming for many people. It can be comforting to liken it to the process of baking a cake. In this blog you’ll learn the first things you need to do if you are taking your first steps in investing. Welcome to the Investment Bakery It… ( Read More )
How to become a smarter investor
The question of how to become a smarter investor is one that most people confront at one time or another. Answering this question can be complex but it usually starts with finding or discovering intelligent investment ideas and constructing a portfolio around it to fully exploit the benefits of these… ( Read More )
How to invest $10,000 without messing it up
So, you just got your annual bonus or a big sales commission, found out you are unexpectedly receiving an inheritance from a long lost aunt, or maybe after years of savings you have this large amount of money sitting there earning 0.5% on a CD. Now you’re sitting there staring… ( Read More )
What is Direct Indexing and Why Should I Care?
While most of us invest in passive portfolios for our IRA account, simply because we don’t have the time or resources to select the best portfolio managers to do it for us, there is a new investing product at our disposal that empowers us to start investing like professional portfolio… ( Read More )
Should you let a Roboadvisor manage your 401(k)?
Digital advisors, also called roboadvisors, are a popular option for many people’s individual brokerage accounts. But should you let a digital advisor manage your 401(k)? The way most people invest their 401(k)s seems innocuous but in fact is a bit neglectful; here’s why turning it over to a digital platform… ( Read More )
How to Start Investing with a Roboadvisor: 3 Easy Tips
So, you’ve made the decision to use a webapp to manage your money. Congratulations! People who make this choice usually spend their time and money efficiently and using such a platform will allow you to do this. But in order to get the most value for your time and money… ( Read More )
5 Things Financial Advisors Do That Make You Lose Money
Managing money is hard. We love to think that all financial advisors are greedy players like Leonardo DiCaprio in the movie The Wolf of Wall Street, but the reality is they are not. It takes a lot of dedication, persistence, and ability to endure humbling experiences to win clients. And… ( Read More )
5 Investing Lessons from Shark Tank That Could Make You a Wiser and Better Investor
They’re not Wall Street tycoons, but they are the some of the world’s savviest and most successful businesspeople. Shark Tank isn’t known for its lessons about the stock market, but that doesn’t mean that people who are investing on their own or with the help of a digital platform can’t… ( Read More )
Are you a “Do Not Disturb” investor?
The industry categorizes its participants in different ways – value investor, growth investor, GARP investor, etc. Little attention however is paid to this rare and overlooked breed – the Do Not Disturb investor. If you’re new to this term, here are the characteristics of a Do Not Disturb (DND) and… ( Read More )
How Much Time It Actually Takes to Manage Your Own Money
It can be shocking to look at how we spend our time. It’s common for successful people to look at their investment portfolios as a hobby – but should it really be treated that way? It is dubious that this approach benefits either the investor or the portfolio. Here’s an… ( Read More )
The 5 Most Annoying Things you are Too Busy to be doing with your money in 2019
It’s a new year and for busy people this is a time to re-evaluate how you are spending your time. Here are five time-consuming financial tasks that those who have better things to do are too busy to be spending your time on in 2019. Tracking gains, losses, and cost… ( Read More )