Stock Market 101
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® & Chief Financial Officer Lisa Rapuano What it is, how it works, and how to use it What
05/20/2021
Category: Investing
10 Personal Finance Books To Read In 2021
People are always asking us for personal finance book recommendations, so our team of CFP® Professionals curated this 2021 reading list. Whether you’re new to
01/05/2021
Setting Financial Goals For 2021 Despite COVID-19
Setting goals is one of the best ways to personally grow. Here’s how to set financial goals for 2021 (despite the havoc COVID-19 may have wreaked on your finances in 2020)!
12/17/2020
Putting The Stock Market To Work For You
How can you use the stock market to build wealth and create financial independence? That begins with an understanding of mutual funds.
11/02/2020
How a 16th Century Idea Is Driving Your Investments
What is a stock market? What are stocks? What are you buying when you buy a share of stock, or a mutual fund that owns stocks? Get your answers, here.
11/02/2020
Ask Us Anything: Rebalancing Your Portfolio
Brent explains what rebalancing your portfolio means, why its so important, and why the end of the year is the perfect time to do it.
10/27/2020
What’s The Most Powerful Retirement Tool in Your Financial Toolbox?
If you’re not familiar with the federal tax code, 401(k), 403(b), and 457 might sound like the secret numbers you need to find to defeat an escape room. BUT, they are actually the portions of tax code that describe some of the most valuable tools for retirement.
09/15/2020
Why It’s So Important To Invest Differently In Retirement
You’ve paid down your debt, invested for growth, and kept your eye on the finish line: the day you retire. Now your goal is to manage your finances so you can enjoy your retirement. Here’s how!
08/28/2020
Five Things to Think About Before Retiring
You’re not retiring yet, but you can see it on the horizon. You’ve been putting money away for a while and are starting to dream about all the things you’ll do when you’re no longer working. These five factors will help you answer your most pressing retirement questions.
08/26/2020
The Facet Wealth Investment Philosophy: Young Professionals
What are the steps that you should be taking now to ensure a bright financial future? What is the best way to get started? Time is on your side.
08/18/2020
How I Brought My Experience to Our Investment Philosophy
How I Brought My Experience to Our Investment Philosophy By Facet Wealth Chief Financial Officer Lisa Rapuano, CFA® Facet Wealth has 40+ CERTIFIED FINANCIAL PLANNERS™.
08/07/2020
Financial Terms Every Investor Should Know
Financial Terms Every Investor Should Know Financial planners and other industry professionals use many terms to describe investments and the market. Here’s what the most
06/12/2020