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Situational Investing Archives

A checklist of qualities to look for in a good financial advisor

The 5 most important qualities to seek in a financial planner

Looking for a good financial planner? We’ve compiled a list of the top qualities to look for as you search for the right advisor for you.

A guide to maintaining your financial health

Your 2-minute guide to a full financial checkup

Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.

Managing your finances like the wealthy

10 Ways to Manage Your Finances Like the Wealthy

If you ask 100 wealthy people how they attained their fortune, you are likely to hear 100 different answers. But one point on which many of them will agree is that it’s much harder to get wealthy than it is to stay wealthy.

Retirement Planning Pitfalls

Retirement Planning Pitfalls

We’ve identified the 4 biggest mistakes people make when planning for retirement. Take 2 minutes to make sure you’re avoiding these retirement planning pitfalls.

Situational Investing – The Concept

“Situational Investing” – the concept is simple at first glance. People know they should invest according to their specific situation, but it not that simple.

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