Blog

2020 has been a volatile year for the stock market. Volatile means sharp moves downward as well as sharp moves upward. We've seen historic swings in both directions, and these swings make people nervous. Some people react in these situations and let their emotions dictate...

Three months ago, when we were just whiteboarding the idea for what we’re introducing today, the world was a different place. As a firm, we recognized a need to make financial planning more accessible, easier to start, and simpler to use. This need seemed both...

The U.S. government passed a $2 trillion bill, the CARES Act, to lessen the economic impacts of COVID-19 by distributing funds to individuals, small businesses, and more. Learn what the bill could mean for you and how you can plan your finances accordingly during this...