Financial planning for financial independence

Content, resources and services to help people make smarter decisions with their money in route towards financial independence (FI). Intelligent portfolio and real estate investing. Simplified financial planning and protections.

Filtering by Category: Investing

The Importance of Portfolio Diversification

Even if you're new to investing, chances are high that you have heard about the importance of diversification within your investments.  But hearing and understanding are two completely different animals, which is why it is important to address the subject head on.  What is portfolio diversification and why is it important?  Let's dig in.

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5 Things I've Learned About Investing

During these next few posts I will focus on a number of topics as they relate to a traditional portfolio investments (stocks, bonds, etc.).  We will cover subjects such as diversification, portfolio construction, and the differences between all the various account types that exist.  In the end, the goal is that you will be better informed on how to properly structure a portfolio for yourself.  This is important, because most everyone owns some type of investment account, whether it be in form of a work retirement plan or something they dabble with on the side.

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The Stock Market Won't Make You Wealthy

Over the last few years I've been in the fortunate position to meet some fascinating people from all walks of life.  Quite often I also get to pop the hood on their finances.  The financial stories are just as varied as the people, but a select few have achieved a rather impressive abundance of wealth.  I have noticed a commonality within this community:  in absolutely zero instances was this high level of wealth achieved via the stock market.

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Simple Passive Cashflow Podcast with Lane Kawaoka

Lane Kawaoka is a professional engineer by day and a passionate real estate investor and syndicator by night.  He's also a published author, podcaster, coach, and contributor to the Forbes Real Estate Council.  I was fortunate enough to be a guest on Lane's podcast, Simple Passive Cashflow which just went live this week.

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