Sep 28, 2020
Many people have heard of the Pareto principle, which states that 80% of the outcome often results from 20% of the effort. In this episode, we explain how this principle applies to investing, emphasize the importance of focusing on factors that will actually move the needle, discuss how many of the common narratives we...
Sep 14, 2020
There are many different ways to save for college, but we’ve found that a 529 plan is often the best option. In this episode, we explain what a 529 plan is, share why it tends to stretch your college savings dollars further, discuss the numerous tax benefits it offers, and address some of the frequently asked...