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 do I create a tax-efficient investment strategy?
• How should bonds and fixed income factor into my portfolio?
• How much should I be saving for retirement?
• How do I time the market?
• I have a chunk of cash to invest. Should I invest it as a lump sum or Dollar Cost Average?
• 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?