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Sustainable Investing And How To Align Your Investments To Your Values
4 Financial Tips For Navigating The Gig Economy
Whether you have a small side hustle or freelancing makes up your entire income, navigating the financial side of the gig economy can be difficult. Here are some tips to make it a little easier.
Charitable Giving Strategies For Young Professionals
Many young professionals I come across are charitably inclined and have funds to dedicate to charitable causes above and beyond their financial goals. This is a discussion of charitable giving strategies available for young professionals, some of the tax advantages associated and when each strategy may be appropriate.
Why The Rise Of AI Shouldn’t Change The Way You Invest
I view the rise of AI as something like the Industrial Revolution in 1760-1840. The industrial revolution made certain processes that were already in place better and it also opened new doors. I want to explore AI and where it currently stands with the largest three stock sectors that comprise the S&P 500: information technology, healthcare, and financials, and why you should not be changing the way you invest because of it.
When To Use CDs, High-Yield Savings Accounts, Money Market Funds And Cash
I recently spoke with a young woman whose goal is to purchase a home in 15 years. She received advice from her friends to place money toward that goal into a high-yield savings account.
She’s not the only young person I’ve seen to consider ultra-conservative investments for long-term goals. In the past couple years, many investors have turned to certificates of deposit, high-yield savings accounts, money market accounts, short-term treasuries, and other very conservative investments for a wide range of far-off goals.
MY BOOK
I seek to make personal financial planning less scary.
This book provides a simple guide for working through life's biggest financial questions facing couples in their 20s, 30s, and early 40s today. It starts with goals-based planning around topics including retirement planning, education planning, and major purchase planning. It then walks through some basics of investment management, options for how to invest, behavioral finance, and pitfalls to avoid. Lastly, it discusses risk management and insurance.
If you are not sure where to start, this book may provide some clarity.