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FAQs
Investing
Investing
Debt
Saving
Retirement
Wealth Management
Estate and Financial Legacy
Taxes
Investing
Learn the pros and cons of account types, how to protect yourself from market volatility, and how to stay track as your portfolio grows.
How much should I be saving for retirement?
I have a chunk of cash to invest. Should I invest it as a lump sum or Dollar Cost Average?
How do I time the market?
How do I create a tax-efficient investment strategy?
How should bonds and fixed income factor into my portfolio?
What type of account should I invest in?
I am in my early 20s and starting to dip my toe in the investment world. What should I do?
The market is dropping and I’m freaking out! Is it time to sell everything?
What’s the difference between active and passive funds? How do I know which one is for me?
Should I contribute to Roth or Traditional/pre-tax (i.e. 401k, IRA, etc.)?
Should I prepay my mortgage or invest more?
I make too much money to contribute to a Roth IRA. Is there still a way to build Roth assets?
What’s a good stock or fund to invest in?
What are some ways to integrate real estate into my portfolio? The only real estate investment I am familiar with is my house.
I’m in the military. What are some programs I can take advantage of to to help me build wealth?