Make the most of high interest rates by doing these three things today.
Ever had a friend or family member ask you to invest in their business? Here are 5 quick steps you should take and a list of questions to ask if this happens to you.
Make sure you ask any financial advisor these 15 questions before you consider hiring them (or to decide to continue working with them).
Make the most of high interest rates by doing these three things today.
Ever had a friend or family member ask you to invest in their business? Here are 5 quick steps you should take and a list of questions to ask if this happens to you.
In this post we talk about 5 common mistakes people make when investing money in a brokerage account and how to avoid them.
Investing
We’re exploring (most)y hands-off, diversified, and low-fee investing options for your family no degree required.
Every investor's nightmare: a sudden market drop. The instinct to react, to do something—anything—to stop the bleeding, it’s incredibly strong. So, we’ve created a step-by-step plan for how to react to, or, better yet, not react to, a drop in your investments. And we’ve saved the best nugget of wisdom for last.
Use these 8 strategies to avoid taxes when you are investing for your family.
Famous investor Bill Ackman just filed paperwork with the SEC to launch a fund for regular investors. Let’s dive into what it says.
The stock market can be intimidating even for professionals. We are here to help you learn and get started.
With the market on its highs for the year and interest rates likely coming down in 2024, we all have a decision to make today with our money. Let’s talk about it
In this post we highlight the financial measures at the top of every Dinner Table Discussions Newsletter and how to read them.
Not sure if you need a financial coach or a financial advisor? Let’s help break down the difference to help you decide.
Home buying can be a daunting and intimidating process for any family. Here is a quick 10 step checklist any prospective buyer should take.
Make sure you ask any financial advisor these 15 questions before you consider hiring them (or to decide to continue working with them).
Make the most of high interest rates by doing these three things today.
What is tax loss selling? We will discuss the investing strategy and how you can use it effectively.
Ever had a friend or family member ask you to invest in their business? Here are 5 quick steps you should take and a list of questions to ask if this happens to you.
Curious how to actually invest in an IPO? Let’s run through a quick cheat sheet on how to do it.
Want to track how past Initial Public Offerings (IPOs) have done with the kids? Check out our list.
Curious what an Exchange Traded Fund (ETF) is? We will try to make the explanation easy and painless.
In this post we’ll show you how to use a 13F filing to see what the best investors on the planet are invested in. You can use it yourself or teach the kids!
In this post we talk about 5 common mistakes people make when investing money in a brokerage account and how to avoid them.
Let’s break down the basics of cryptocurrency in simple language with the goal for any parent to be able to understand it and explain it to young kids.
Let’s talk about the basics of investing in crypto and the steps you need to take to actually do it.
How do you know when to buy stocks? These 5 quick indicators can tell you whether now is the time to buy or sell. Let’s talk about it.
What is a Private College 529 Plan? This lesser know alternative to a Traditional 529 Plan is gaining some steam due to the rapidly rising rate of higher education costs.
Curious how to use AI as a tool to help you make better investment decisions for the family? We have some ideas on that.
Let’s talk about stock market basics for all parents and kids. We will reviews what the stock market is, the most popular indices, and ways for you to get the kids started learning.
In this post we talk about safe vs. aggressive investments. We aim to give you broad buckets to think about each and allocate your investments accordingly.
Return on investment and payback period are two of the most important concepts to consider when it comes to investing. Here we define the concepts and give you a few tips to teach the kids.
In this post we talk about how to invest in a stock and give you a checklist of 6 key steps professional investors use.
In this post we break down the relationship between interest rates and the stock market without any fancy “financey” lingo.
In this post we are talking about Treasury ladders. We go into what they are and then show you specifically how to bid a short term Treasury ladder to earn some return on your money without tying it up for too long.
In this post we are talking 529 plans. We will give you all the information you need and show you how to practically open one in under 5 minutes.
Make sure you ask any financial advisor these 15 questions before you consider hiring them (or to decide to continue working with them).