What’s Your Investing Personality?

Just as each of us is unique as a person, we also have a distinct investing personality. One isn’t better or worse than the other but understanding "who” you are as an investor is helpful, no matter your circumstances, or how much money you have to invest.

While it’s a complex matter that depends on various factors, exploring the questions below may give you some preliminary insight into your...

How to Beat Lifestyle Creep

You just got the promotion. The official email hit your inbox, the new salary has been confirmed, and suddenly, you are doing mental math. If I make $500 more a month, I can totally afford that nicer apartment, right? And maybe I will upgrade my gym membership. Oh, and I definitely deserve nice sushi tonight to celebrate.

Stop right there. Take a deep breath. You are standing on the precipice of a financial trap as old as time: lifestyle creep. If you are not careful, it can completely neutralize your hard-earned raise and leave you wondering where all...

Estate Planning: A Plain-English Guide

Let’s address the elephant in the room right away: talking about what happens after you die feels morbid. Nobody wants to sit around on a Tuesday evening imagining their demise. It is normal to put this task off. But here is the honest truth: estate planning isn’t really about you or dying. It is actually the ultimate parting gift you can leave for the people you love most.