

Compound Interest
Compounding is an important term used in investing and it refers to the way gains are accumulated on investments. When an investment averages a….
Now that you have saved enough to have extra cash on hand, let’s review why we believe equity investing is a smart choice for young investors and how to start investing.
Compounding is an important term used in investing and it refers to the way gains are accumulated on investments. When an investment averages a….
There is an ocean of information available in regards to each stock, and at times it can be overwhelming. Hundreds of different economic indicators…
Here we won’t try to teach you how to pick a stock, but rather explain what are all the data associated with a stock…
Without getting into too much unnecessary detail here we just wanted to briefly go over three critical pieces of information that provide a picture…
Anyone can find an excuse to put off pushing money aside for retirement: It’s too complex and I’m busy, I need money now since I just got out of school, I’ll do it later…
When selecting a salary deferral percentage in your 401(k) there are several things you should consider. The end goal of retirement savings is to put yourself…
Now you’ve got an account type figured out and picked a percentage of money that will flow into the account each pay period. So, where does that money…
In general, many of the largest wealth managers (Merrill Lynch, Morgan Stanley Smith Barney, UBS, Wells Fargo) choose to focus their business on…
Keep saving. Previously in the “cash” asset class discussion, we went through the importance of having a “buffer” of about 3 months…
Congratulations! You have made difficult saving and budgeting decisions and you now have enough money saved up to begin investing in your personal brokerage account…
As we build the size of our portfolio through gains over time and continued savings and reinvestment we may want to consider an alternative option of equity investing…
As your investments build to this level (which it most assuredly will over time if you take the right steps and have patience!) and as we age our financial picture becomes even…
“Cut my pie into four pieces. I don’t think I could eat eight.” – Yogi Berra What does a stock split mean for investors? From a valuation standpoint, not a whole lot. All they’re doing is cutting the pie into more pieces, but the pie itself isn’t changing. Stock splits don’t affect the value of
So we’ve gone through many of the specific terms and descriptors about an individual stock … so now we’re moving on to describe measures of…
Before we look at each provider let’s do a brief rundown of some of the major types of accounts that you will likely encounter at any firm. You will see there…
Here we are going to provide some notes that apply to portfolios of all sizes. Since they don’t neatly fall into unique categories, we’re just going to lump them.
The most frequent questions coming from young professionals are in regards to their 401(k) retirement savings accounts at work. Most major employers are transitioning…
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All information included in this page and all pages throughout Young Money, Smart Money is provided for informational and educational purposes only and should not be taken as investment advice or a recommendation to invest accordingly. Investing involves risk, including a potential for a loss of principal. Educate yourself about all investments and funds you purchase, including their risks, objectives, and fees and expenses before investing. For additional assistance, please contact us or another financial professional for a more detailed review of your specific situation.
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