All in Investing

Free tools for portfolio analysis

Last week I wrote about the different types of diversification. To put it simply, there's quite a few. It can be exceedingly complex trying to figure out the best way to find a portfolio balanced for growth and security. Luckily, there are a couple of free tools that can make everything much, much easier.

What does a financial advisor do?

Because investing is so vital and so confusing, most people decide to hire an investment advisor instead of doing the work themselves. Investment advisors serve a vital role, but depending on the way they are compensated, they can also seriously harm the long term performance of a portfolio. Today, I will take a deep look into what financial advisors do, how they are compensated, and a selection of other tools and resources that can help with financial planning and investments.

What I learned from the search fund conference

As many of you know, I am a marketer at a startup. That’s one of many reasons why I write about startups and equity compensation all the time. Like, maybe too much, but I digress. Although I love my job, someday I’d like to leave the startup world to be an entrepreneur. My problem is that I don’t have any genius ideas for a business. I am just into entrepreneurship, finance, and finding efficiencies. So where does that leave me? Enter the search fund.

Lessons from a REAL bear market: Crypto

The Bitcoin bubble of 2017 has popped and the crypto market is undoubtedly in the middle of another brutal bear market with no end in sight. Bitcoin has seen this situation before and many supporters will argue that this is all part of a predictable pattern. But that’s hardly enough to solace investors who are currently experiencing an 85% drawdown from all-time-high prices.

The secret power of recurring investments

It’s easy to get discouraged by investing. With interest rates hovering at 3-5%, even modest retirement budgets require well over a million dollars in investments to work properly (e.g., $1,000,000 x 3% = $30,000). Many people get discouraged because they don’t have much saved now, but the truth is that the most important thing in any retirement plan is making repetitive, reliable recurring investments.