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pay off debt or invest

Should You Pay Off Debt Or Invest?

You’ve got extra cash! Maybe it’s from a raise, a bonus, or cutting expenses. Now, you want to improve your financial fitness but aren’t sure whether you should aggressively pay down debt or invest it.
I Bonds from Treasury

Are I Bonds A Good Investment? (October 2022)

Unless you’ve been living under a rock for the last year, you’ve probably heard of I bonds. What are they? Are I Bonds a good investment? Should you invest in I Bonds now, or are you late to the party?
conflict of interest

The Advisor Series Part 2: Conflicts of Interest and Other Issues

First - what is a conflict of interest? Investopedia describes it as “A situation in which an entity or individual becomes unreliable because of a clash between personal (or self-serving) interests and professional duties or responsibilities.”
Advisor fee models

The Advisor Series Part 1: Fee-based, Flat-fee, Fee-only… What the F?

How are you supposed to figure out who to trust with your life savings? My goal is to shine a light behind the curtain and arm you with information. This set of articles, “The Advisor Series”, will help you understand the basics of pricing models, typical services provided, issues like conflicts of interest, and questions you should ask when deciding to work with a financial advisor/planner.
dividends are irrelevant

Dividends: Why You Shouldn’t Care About Them

Although dividend investing is popular among investors, that focus can be misguided. It should be considered more of a “feel good” strategy than a good strategy. In this post, I'll explain why dividends are irrelevant.