Video Blog

Bringing the love back: How to rejuvenate your adviser relationship

Having a great relationship with your financial adviser can make a big difference in your ability to get a handle on your money. Here are some tips on how to get back on track.

Playing the hot stock game: Why so many people get burned

Investing in hot stocks isn’t for everyone. Some reasons why you might consider a simpler strategy.

Membership has its privileges: Making the most out of your “club”

If you’re a member of a book club, an investing club, or any other club, here are some tips on how you can help each other get a handle on your money.

The Priority Pyramid: Figuring out what you should focus on first

Is it debt repayment? Is it focusing on investment performance? This simple model will help you figure out where you are and what you need to do next.

Back to Blog