A man in a white shirt using a smart phone to automate his finances

Automating Your Finances: Simplifying Money Management with Technology

Surviving the digital transformation requires mastering the art of automation. While automation plays a key role in various facets of our lives, it is especially important in finance. In fact, it has…


Two men and two women sitting at a desk by a window, practicing negotiation and discussing the elements of a business deal while one woman records details on her laptop.

The Art of Negotiation: Saving Money in Everyday Transactions

The art of negotiation goes back millennia and is still vitally important today. Whether you’re looking to reduce your monthly expenses or simply become more financially savvy, developing your…


A close up, high-angle image of the New York Stock Exchange building's entrance.

Growth vs. Value Stocks: Which Strategy is Right for You?

Getting started with stock market investing may feel like navigating a labyrinth, and it can be difficult to know which path to take. But two routes have really stood the test of time: growth and…


A behind view of a retired senior couple standing on an empty road embracing

Financial Independence Retire Early (FIRE): Can It Work for You?

Imagine having the freedom to stop working when you want and do only what your heart desires. Travel? Spend more time with family? Develop a new hobby? The freedom to pursue your dreams is what…


A young girl in a black hoodie demonstrating her financial literacy by displaying a dollar bill from her allowance.

Teaching Kids About Money to Instill Financial Literacy

Financial literacy is an integral part of daily life, and it’s never too early to sow the seeds of fiscal responsibility. A future of informed spending, saving, and investing really begins with…


A female financial advisor sitting with her male client at a table, where they are both looking at the screen of a laptop and discussing strategies for helping him manage his unexpected money.

Managing Windfalls: Strategies for Handling Unexpected Money

Falling into a large, unexpected amount of money is a dream of many. Whether from an inheritance, significant tax refund, or lucky lottery win, a sudden financial gain presents unique…


A young woman who is investing in technology standing in a corporate hallway, reviewing information on her laptop while standing near a room full of computer hardware

Investing in Technology: Trends, Risks, and Opportunities

Technology is at the heart of modern economic growth. Ongoing innovations in this sector are not only shaping the way we live and communicate but also offering lucrative opportunities for astute…


A laptop sitting on a desk beside a stack of investment books. The screen shows a chart that measures changes in market cycles for a particular investment.

Understanding Market Cycles for Long-Term Success

If investment success depends on one thing, it’s the ability to weather market cycles. These periodic fluctuations play a vital role in shaping investment strategies and outcomes. By learning how to…


A young woman sitting at her desk with a cup of coffee by a large window, exploring entrepreneurial finance on her computer to grow her business

Entrepreneurial Finance: Managing Business and Personal Wealth

In entrepreneurship, financial acumen isn’t just a valuable skill, it’s a critical survival tool. Entrepreneurs often find themselves in a precarious dance, balancing the tightrope between their…


A professionally-dressed financial advisor sitting at a desk, using a silver laptop and talking to a client on a smartphone

Robo-Advisors vs. Human Financial Advisors: Which Is Right for You?

Investors today are spoiled with choices when selecting financial advisors. There are so many different options available, including solutions driven by technology. The emergence of robo-advisors,…