What is investing? How do I start?

Trent Hamm •
The Simple Dollar

Tell me if this sounds familiar. At some point earlier in your life, you had no sense whatsoever about your finances. For whatever reason – maybe a life change or maybe just a growing sense of maturity – you “woke up” and began figuring thing out. You buckled down, got smarter about your spending, and

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Is the financial advice you’re getting a trick or treat?

Cypress Partners, Ria, Founding Partner, and Pete Woodring •
Kiplinger

Over the last decade, investors have grown savvier, more sophisticated and more self-aware. Increasingly, they are rejecting the product-centric, obscure, sales-focused approach of brokerage firms in favor of the client-centric and transparent advice model of independent financial advisers. Not willing to sit by and watch trillions of dollars of assets walk out their doors, the

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6 critical questions to ask before investing in a stock

president, AIF®, Ltd., Charles C. Scott, and Pelleton Capital Management •
Kiplinger

Someone much wiser than me once said that if you don’t know where you’re going, any path will get you there. This couldn’t be truer than when it comes to investing. And often it will be a lot more dangerous. So there’s never a bad time to become wiser about your investing process. If you

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5 financial matters to consider when moving to a new state

CFP®, Partner, Brightworth, Lisa Brown, and Wealth Advisor •
Kiplinger

Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location, you likely have a myriad of questions running through your mind. Where will I live? How are the schools? What’s the cost of living difference? Who are the best doctors?

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When is the perfect time to invest?

CFP®, Inc., White Oaks Investment Management, Chief Investment Officer, CEO, and Robert Klosterman •
Kiplinger

While I never have seen a survey inquiring about the desire for investing at the perfect time, I am pretty confident that the resounding response to such a question would be, “Yes! I would like it if I could identify the perfect time to invest.” At the same time, isn’t that desire for certainty exactly

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How doing nothing can pay off for investors

Contributing Editor, Kathy Kristof, and Kiplinger's Personal Finance •
Kiplinger

The first thing I used to ask my children when I returned from a business trip was, “Did you miss me?” By the time they were teens, they would respond to my re­appearances with highly developed sarcasm: “Were you gone?” So for those of you who might ask the same question (sarcastically or otherwise) about

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