Fortunately
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A blog and automated financial planning tool that provides simple answers to complex questions. Small but important changes to how & when you save can have massive impacts on your financial future. Our recommendations help you unlock your financial potential, maximize your net worth and minimize your stress.
Fortunately
2y ago
It may feel safe to see large numbers in your checking or savings accounts, but, in reality, having too much cash can actually lower the chances of achieving your goals. You need to make sure your hard-earned cash is working for you ..read more
Fortunately
2y ago
We all know the conventional advice: buy low, sell high. Intuitively, the concept makes sense, and this isn’t bad advice. But, as you can imagine, timing the market is harder than it sounds. If it were easy, everybody would do it - and therein lies the problem ..read more
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2y ago
A three fund portfolio is exactly what it sounds like: an investment portfolio that only has three funds in it. This strategy came out of the ‘lazy portfolio’ movement, or an investment strategy focused on a few low cost funds that require infrequent rebalancing ..read more
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2y ago
Why are people so excited about direct indexing to the extent that large financial firms are making billion-dollar acquisitions even if the downsides are real ..read more
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2y ago
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