My Money Story: A Millennial Investor’s Perspective on Tackling Debt and Setting Goals

What are some money lessons you learned growing up? I didn’t have any formal “money” training growing up, but I had experiences. I’m one of six kids in my family, and we grew up lower middle class (with some tight times). We rarely had money for anything beyond the essentials, and I still remember being […]


4 Investment Strategies to Help Protect Your Portfolio From Inflation

Pull the cash out of your wallet and compare one $1 bill to another. They look the same, right? A dollar is a dollar, after all. But even though they won’t look any different, a dollar today may not be worth the same as a dollar tomorrow. That’s because of inflation. In simple terms, inflation is […]


How to Shift to an ESG or a Socially Responsible Investing Portfolio

As an investor, you typically think of how investing in certain stocks will impact your portfolio. But that’s not the only way to view your investments: Another angle is how investing in various stocks can impact the world around you. Each investment you make puts money in a company or government entity, and how they […]


Think You Know NFTs? Take Our NFT Quiz and Find Out

Non-fungible tokens, better known as NFTs, are this year’s hottest digital innovation. Using blockchain technology, these unique digital assets are part of a quickly growing marketplace that includes everything from niche internet humor to fine art — and it’s all available to purchase. NFTs can be tricky to wrap your head around. (If you have […]


Investing Trends 101: What Are NFTS?

You’ve seen the headlines: Memes on sale for hundreds of dollars, tweets selling for thousands and GIFs going for millions. Technically, they’re all being sold as non-fungible tokens (more commonly called NFTs). If you’re wondering “What the heck is an NFT, exactly? And why do I keep hearing about them?” we’re here to help. What […]


How to Start Investing in 3 Simple Steps

Before you’ve dipped your toe into market waters, the idea of pooling your money into an investment portfolio might feel intimidating. Luckily, investing doesn’t have to be all or nothing: You can start small — even just a few dollars — and grow your portfolio as you get more comfortable. All it takes is making […]


How to Become a Better Investor

These days, it’s easier than ever before to be an investor. As brokerages simplify digital investing and eliminate commission fees that were once barriers for some, more and more people are able to take their financial futures into their own hands. Still, you may be thinking, “I don’t want to just invest — I want […]


How to Invest to Reach Your Financial Goals

Everybody invests for a reason. For many, it’s to build retirement funds — in addition to investing in a 401(k) or Individual Retirement Account, putting money in the market can create opportunities to reach a variety of financial goals. For others, they might invest with the ambition of increasing their net worth by generating returns. […]


How to Combat Investment FOMO: Stay Focused on Your Investing Goals

A famous investor once said to be greedy when others are fearful, and fearful when others are greedy. To that, you might ask, “But Mr. Warren Buffet, what about feeling the fear of missing out (a.k.a. FOMO)?” You aren’t alone if news around major stock surges (ahem, Gamestop) made you feel financially out of the […]

Mutual Funds

Mutual Funds: What They Are, How They Work and How to Invest in Them

Chances are, when you go to the supermarket, you don’t fill your cart up with just one item. Instead, you buy vegetables, pasta, cheese, fresh bread, maybe a nice bottle of wine — all the various ingredients you need to create a delicious meal. It’s similar to investing in mutual funds. You put your money […]

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