5 min read
What Is an Example of a High Risk Investment?
What exactly are you asking when you inquire about high-risk investments? On its face, the question seems straightforward enough. Perhaps you’ve come...
2 min read
How to Manage Investment Risk (3 Strategies + Examples)
Today, we’re going to talk about how to manage risk as an investor. But to do so, I want to recall a bit of financial education I shared with you not...
2 min read
What Are Equities in the Stock Market? (Overview + Examples)
Today, I want to demystify a stock market term that often pops up in financial discussions—equities. Perhaps you came across it recently while...
4 min read
What Causes a Stock Market Crash? (+ Examples)
Now, this may surprise some of you given the negative slant of what we’re talking about today (stock market crashes aren’t exactly fun), but I love...
4 min read
What Are Financial Assets? (Overview + Examples)
What are financial assets? " A financial asset is a paper asset that represents a real asset. It’s a stock that represents a corporation. It's cash...
6 min read
What Are the Different Types of Investment Funds? (+ Examples)
Types of Investment Funds " \n Mutual funds: A mutual fund allows you to pool your money with other investors, so you can “mutually” buy investments,...
7 min read
Market Update: Exploring Valuations from a Macro Perspective
We’ve been providing market trend reports for some time now, and one of the most common pieces of feedback we’ve received from you, our audience, is...
7 min read
4 Best Types of Loans for Investment Properties (+ Examples)
Types of Loans for Investment Properties " \n Conventional bank loan: This is the more standard process of working with a bank as your lender. Your...
2 min read
The Conundrum: March 2024 Market Trends Report
The Federal Reserve has found itself behind the curve in recent years, as growth and inflation have moved in tandem. This means that every growth...
6 min read
4 types of investments (+ examples)
We’re going back to financial school today, everyone. I don’t care if you’re new to investing or you consider yourself at least marginally...
4 min read
What does the stock market do in a recession? (+ examples)
If you’re a smart investor who goes out of their way to stay informed (I salute you), getting a clear picture of what is happening in the U.S. stock...
3 min read
What will stocks do this year? (2024 stock market analysis)
A client recently asked me this question, “What will stocks do this year?” In fact, a lot of people ask me this question this time of year. Heck, I...
5 min read
Why is estate planning important? (+ examples)
If you’re reading this article, I’m genuinely glad you’re here. Maybe you’re new parents who are thinking for the first time about how you safeguard...
5 min read
What are the 4 risks of investing? (+ examples)
As the title implies, you’re here because you want to develop a deeper understanding of what the true risks of investing are, and this may be for a...
4 min read
What is the purpose of an estate plan? (examples + next steps)
We’ve said it before, but I’ll say it again — estate planning as a topic isn’t exactly a fun one, as it requires us to consider our own mortality....
5 min read
Investing governance for college and university endowments
College and university endowments are absolute marvels. Yes, you play an essential role in the long-term health and sustainability of your...
6 min read
Real assets vs. financial assets for college and university endowments
If you’re reading this, you likely have a goal in front of you that is challenging you to think about investment planning for your college endowment...
4 min read
Should I be scared to look at my investment accounts?
This may sound crazy to some of you folks out there, but I absolutely love this question because this has the potential to be an impactful learning...