The Basics
New to financial planning and not sure where to start? The Basics have you covered.
What does psychology have to do with financial planning?
How can I get financially healthy?
Do I need a financial planner?
Financial professional titles: What's the difference and why does it matter?
What questions should I ask before working with a financial advisor?
What do I need to know before I start investing?
Grow Your Knowledge
Financial planning shouldn't be complicated. Learn how we approach personal finance through our library of free articles, deepen your financial literacy, and get answers to your most important questions.
May Fed Meeting: How will the Fed deal with stubbornly high inflation?
The Federal Reserve ended its May 2024 meeting without changing their official interest rate target. We might have to get used to that result. Given that inflation has stayed stubbornly high, the Fed is in no hurry to cut rates. However there were some important outcomes from this meeting and Chair Jerome Powell’s post-meeting press ... Read more
Investor Newsletter: Meta's spending is Alphabet's profits
Hello and welcome to another edition of the Facet investor newsletter. I’m your Chief Investment Officer Tom Graff. This week we’ve got some wild market swings coming from company earnings and macro economic data, which we’ll try to help you sort out. Plus, I’ll go into some detail about how we integrate company earnings reports ... Read more
Beyond the headlines: Analyzing the impact of recent geopolitical events on your portfolio
The ongoing wars in Ukraine and the Middle East have had a significant impact on world politics, the flow of trade, not to mention the tragic loss of life. They have also left investors grappling with how these events could impact markets. We thought we would dive into how Facet approaches geopolitics in our investment ... Read more