Today I’ll be telling you the start to my investment journey and what mistakes I’ve made so you can avoid them. The Beginning of My Journey When I left my position at Morgan Stanley to work for E*Trade, I had about $5,000 in a 401k that I chose to roll over into an IRA. I […]

Stocks can be intimidating when you first start looking into them. Today I’ll walk you through what exactly stocks are, how they’re supposed to work, and how they actually work so the whole thing doesn’t seem as scary! What Are Stocks? A stock is a tiny fraction of a company called a share. When you […]

Investing can be super intimidating especially when you have no clue what you’re doing. Today I’ll give you 5 reasons why Fidelity is the best service for you to start investing with.  They have no minimum. This is common among most major investment firms, but it’s still nice! They have fee-free index funds as well […]

There is never a bad time to get your finances in check. Today I’ll give you 5 easy tips to help you save and invest!  Create a budget. To create an ideal budget, you need to be realistic and give yourself wiggle room. Making a budget that works with you to achieve your goals is […]

Setting goals for yourself is the best way to stay on top of your finances. Today I’m breaking down my goal-setting process so you can get more strategic about your finances. Having good practices when it comes to your finances is key to making sure you are always moving towards your goals and never just […]

When I worked for Morgan Stanley and E*Trade, there were typically things I noticed advisors would “forget” to mention. Not all advisors of course, but these are things that sometimes don’t get eagerly shared. Having these insights will allow you to know what questions to ask so you don’t get taken advantage of. There are […]

Dividend stocks get a lot of hype because in an ideal world the dividend is a way to have a return from the stock regardless of how the market or that stock specifically is performing. If a stock grows by 5% and the dividend is 3% then you have an 8% return. If a good […]

First to get some terminology out of the way that you will need to know for this article. A custodial account is an account your child owns, but you have control over until they reach the age of 18 or 21 depending on the state you live in. This is called the age of majority. […]

An index is what’s used as a baseline for measuring something. In the stock and investing world different indexes made up of investments are used to measure the performance of different areas of the market. Today’s video I’ll help you understand what an index is and how index funds work so you can use them […]

When it comes to saving for retirement there are SO many opinions on how much you “should” have. I find this so incredibly strange because we all live such different lives and want to retire at different times, so the math just works differently for everyone. I like to live by numbers and let them […]