Investors

Guest Article by Zoe Certified Advisor, James Conole, CFP After … It’s Finally Bonus Season: Now What? Read More

Black Friday shopping have you feeling a twinge of regret?  … Cyber Monday: How Digitalization is Changing Shopping Read More

Guest Article by Zoe Certified Advisor, Dina Megretskaia, EA, CFP … Avoiding Money Conversations Read More

As the age-old saying goes, the best way to learn … Too Good to be True? Annuities & Timeshares Read…

The words separation and divorce come laden with emotions.  Positive, … Thinking about Divorce? Can’t-Miss Financial First Steps Read More

Guest Article by Zoe Certified Advisor, Philip W., CPA, CFA … Income Taxes: Does It Pay to Plan? Read More

Whether it’s Trojans vs. Bruins, Longhorns vs. Aggies, or even … Alumni Donations vs Taxes: A True Rivalry Read More

I love Roth IRAs. In fact, with Halloween right around … Roth IRA Conversion – The Redhead Stepchild of Retirement…

You don’t need us to tell you that you work … Financial Planning for Attorneys Read More

Almost nothing generates more excitement and buzz on Wall Street … Initial Public Offerings: What Investment Dreams are Made Of…

Summer is coming to an end and if you have … Retirement Planning in a Bumpy Market Read More

A record 10.2 million people visited the Louvre last year … The Mona Lisa and Why Complexity Sells Read More

23 days shy of his 30th birthday, Andrew Luck, former … Andrew Luck’s Early Retirement: By the Numbers Read More

Healthcare professionals understand that the treatment programs they deliver are … Financial Planning For Physicians Read More

If you’re searching for a financial advisor, you’ve likely noticed … Deciphering the Alphabet Soup of Advisor Designations Read More

Money is ubiquitous; no one is shocked or disturbed by … Learning to Think Differently About Money Read More

A recent poll of 2,000 people revealed the top ten … 5 Ways to Beat Your 2019 Financial Resolutions Read…

Does planning for New Years Eve give you low-grade anxiety? … 6 Steps – End Of Year Retirement Check List…

At what age does middle age begin?  In the 1920s, … What’s In A Number? Social Security & Retirement Age…

My nephew just turned one in November.  My brother and … 4 Easy Ways To Give And Get (Charitable Tax…

Well it’s that time of year—I’m not talking about holiday … 6 Point Guide to 2018 End of Year Retirement…

It’s winter time; have you taken in your flu vaccine? … Healthcare in Retirement: Four Numbers to Know Read More

Isn’t it ironic that time seems to speed up as … Five Changes to Social Security in 2019 Read More

One of the most confusing topics in retirement planning is … 9 Things You Might Not Know About Social Security……

So why do people usually get married? A Pew Research … Making Marriage PAY, Understanding Spousal Benefits Read More

My neighbor has worked for the railroad since he was … 4 Things To Consider If You’re Thinking of Retiring…

When I was a kid, the weeks leading up to … 4 Retirement Uncertainties (and how to CRUSH them) Read…

One of the most confusing aspects of retirement planning is … 4 Things to Know About Social Security Read More

At Zoe we interact with thousands of people every month … The Bull Market is 3,447 Days Old… So Should…

Congratulations! You’ve done it. You’ve raised your children to the … Personal Finance Tips: When Your Children Leave Home Read…

From why you could need a financial advisor to what makes a … 8 Red Flags: Time To Fire Your Financial Advisor…

“It goes like this: The more successful you are at … Ego Trip – How Being Successful Could Be Your…

As solemn as the topic is, it is important to … Personal Finance Tips: When Someone Dies Read More

Poor decisions are regrettable, but research suggests they may be, … Our Brains are Hardwired to Make Bad Decisions Read…

The idea that “you don’t know what you don’t know” … Are You the Type of Person That Could Use…

Ending a relationship, no matter what kind, is never easy. … How To: Fire Your Financial Advisor Read More

Your investment portfolio isn’t static. It changes as the value … Rebalancing Your Portfolio Read More

The late Anthony Bourdain, world famous celebrity chef, reported that … Asset Allocation: The Perfect Recipe in More Ways than…

Asset allocation is how you allocate your money to different … What is Asset Allocation? Read More

The World Cup is in full swing and it has … FIFA World Cup 2018 – An Investment Opportunity? Read…

If you want to be your best self, you must … Stay The Course Read More

What do you want to accomplish? Let’s get you there. … Transform Your Values Into Achievable Goals Read More

People value money and the myriad of things we can … Put Your Money Where Your Values Are Read More

Auguste Comte was ridiculed by both the atheists & religious alike. He … Be Your Best Self: Know Your Values Read More

In 2009, a sharp and driven Harvard business school student … My Farewell to Learnvest Read More

On November 9th, 1993, the lyrical geniuses of The Wu-Tang … Cash Rules Everything Around Me… again? Read More

What’s worse than doing your taxes? Realizing that you need to pay more than you thought!

One of the few moments of excitement when it comes … Smart Ways To Use Your Tax Refund Read More

Elon Musk is promising we will be able to fly … The Transformation of Travel Read More

Like millions of Americans, every year I sit down and … Market March Madness Read More

Throughout the younger years of adolescence, my career of choice … You’re A New Person Every Year Read More

The way stock prices move may seem a mystery to … Stock Price Drivers Read More

Risk capacity and risk tolerance are very important factors in … Risk Capacity vs. Risk Tolerance Read More

Many investors find ETFs and Mutual Funds simple and useful … ETFs and Mutual Funds Read More

For many investors, real estate is an appealing investment option … Real Estate Investing vs. Market Investing Read More

As many of our readers know, we are big believers … Are the Lack of College Basketball Player Salaries Madness?…

Tim Ferriss, the no. 1 New York Times bestselling author … Financial Planning Do’s and Don’ts: Making Your Money Work…

It’s that time of year again – Valentines Day. The … It’s The Thought That Counts Read More

We as humans are hardwired to believe in a story. … Market Selling Off? Take a Deep Breath Read More

With the Super Bowl fast approaching we’ve all got Tom … Lawyer’s Earning Potential The Same As NFL Stars?! Read…

Tom Brady had a big 2017. Not only on the … Tax Lessons From Tom Brady Read More

The Philadelphia Eagles and New England Patriots will be facing … Chicken Wings, Pizzas & Beers: Super Bowl LII, The…

Financial advisory can be misused. Often, it is assumed that … Financial Planning and Financial Advisory Read More

Let old acquaintance be forgot, as a new year is … 5 Ways To Start The New Year Right Read…

Overhauls to the tax code are few and far between. … The 2018 New Tax Laws Explained Read More

Lebron James is considered by many to be the best … How Will the New Plan Affect Lebron’s Taxes? Read…

Compared to financial goals in your 30s, your 40s become … 40-Something Financial Checklist Read More

Let’s say you want to build your own house and … Building a Financial Plan Without a Blueprint? Read More

Great financial advice should cost you much less in the … Personal Training for Your Money Read More

As discussed in, We’re the wealthiest we’ve ever been… but who … Wealth vs. Income Read More

As an investor, you need to decide how you will … Active Investing vs. Passive Investing Read More

U.S. households reached a record net worth of $96 trillion … We’re the Wealthiest We’ve Ever Been… But Who is…

We’ve previously explained how North Korea came into being, as well … Nuclear North Korea – How Will the US Play…

Let’s take a poll. Raise your hand if you’ve ever … Market Timing vs. Time in the Market Read More

Being the successful person that you are, your years of … Savvy Investor: Stocks or Bonds Read More

When we consider the major players in the Game of … Team Lannister vs. Team Targaryen: Who Should the Iron…

In Part I of this blog series we outlined the different … The Tell-All Series: Do I Need a Financial Advisor?…

As part of our Tell All Series, we’ve outlined the different … The Tell-All Series: What Makes For A Great Advisor? Read…

Against the backdrop of an escalation of words between North Korea … North Korea Escalation: What are the Investment Implications? Read…

Some people use the terms “financial advisor” and “broker” interchangeably, … The Tell-All Series: Brokers vs. Advisors Read More

The journey of using a financial advisor can be daunting … The Tell-All Series: How Do Advisors Get Paid? Read…

Here’s a question I would like to propose… How much … How Much does a Game of Throne’s Dragon Cost?…

Monday saw the first round of Wimbledon get off to … Game, Set, Tax! Read More

Those that know me well know that I’m a HUGE Seinfeld fan. … The Bitcoin Bubble – Could Seinfeld Help Us? Read…

As is so often the case, the answer is both … Are the Golden Years of Wall Street Over? Read…

When I was a kid, I used to love roller … Is Oil Below $40 Unusual? Read More

I spent about 2 months trying to answer this question … How are Interest Rates Related to the Stock Market?…

In my blog, “Markets are stable because the world is in … Don’t Make Investment Decisions Based on ‘covfefe’ Read More

After the NY Federal Reserve released their quarterly Household and … Household Debt is NOT the Same as ’08 Read…

We’ve argued that dull markets do not predict the future, but … Markets are Stable Because the World is in a…

Low VIX does not predict the future  I noticed last … Dull Markets do NOT Predict the Future Read More

When I was 12 years old, my family moved to … Is College Worth It? Maybe Not… Read More

The first week of March Madness has come and gone, … NBA Player Salaries – As Crazy As You Think?…