Study finds ‘gamified’ apps push DIY traders
Financial literacy is one way to counter the effects of gamification The “meme stock” phenomenon of early 2021, which saw social media-based investors push back…
10 advantages DIY investors have over the pros
This is a re-post of an article written by blogger and DIY investor Matt Poyner. This article was also published in the July edition of…
Millennials, Gen Z try to build retirement savings
A Betterment for Business survey finds them struggling with conflicting priorities and a lack of advice. Members of Gen Z and millennials understand the value…
Term life vs whole life insurance: which one to buy?
Having to consider your own mortality is a sensitive subject. It’s made even more complicated when you consider the financial well-being of your dependents. Luckily,…
Why whole life insurance is a bad investment
A while back I wrote about the mistakes I initially made when purchasing life insurance policies for myself and my wife, and one of the things I…
Survey challenges justification for DSCs and trailing commissions
Many investors receive little advice for the fees they pay Many mass-market and small investors paying for advice through commissions aren’t receiving basic financial planning…