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Active vs. Passive Investing Thumbnail

Active vs. Passive Investing

The debate of active investing vs. passive investing debate has raged on since Vanguard introduced its first index fund in 1975. In this post, we will review the key distinction between active and passive investing, delve deeper into each approach, and review the record of these strategies.

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Creating Your Net Worth Statement Thumbnail

Creating Your Net Worth Statement

A Net Worth Statement is one of two key financial statements, along with your budget, for your household. With these two financial documents, you can make highly informed decisions and truly understand where you are and where you are headed.

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Creating Your Budget Thumbnail

Creating Your Budget

A budget is one of two critical personal financial statements for your household (the other being your net worth statement). Creating your budget allows you to see where your money is going and be more intentional in your spending and saving.

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Investing During a Downturn Thumbnail

Investing During a Downturn

Market drawdowns are never fun and seem inescapably uncomfortable. However, the shares you buy during market drawdowns, corrections, and/or bear markets are often the best purchases you will make. Here is some perspective on investing amid downturns, with a real-world comparison of two investors.

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