Unfortunately stocks aren’t basic, and they are the single most important and predictable way to expand your net worth. So here is our take: We are fundamental investors, we believe that to determine the value of something you have to look almost exclusively at a company’s balance sheet and related
The Origin on 529s The origin story of the 529 program goes back to the Michigan Education Trust (MET) in 1986. A state-run program that supported colleges saving devoid of state income taxation. 529 plans are named after Section 529 of the Internal Revenue Code (IRC), which was added in
This is the untold story of what happens to most people that meet with financial advisors not CERTIFIED FINANCIAL PLANNERS™. Whether you’re at a big brokerage firm, insurance company, or on a robo advisor platform, the stories are the same. It’s Wednesday during your lunch break and you decide to
