Category: Investment Ideas

28 Feb

Blog, Investment Ideas, Investment Philosophy

Active vs Passive Investment Management: Know The Difference

February 28, 2023
By Zack Armstrong

As an investor, you have to decide whether to invest on your own (often referred to as a DIY investor) or with help from a financial ad...

20 Feb

Blog, Investment Ideas, Investment Philosophy

How to Start Your Investing Journey in Your 20s

February 20, 2023
By Zack Armstrong

Preliminary steps Before you start saving for retirement, you should fund an emergency account with 6–12 months of living expenses. ...

04 Jan

Investment Ideas, Retirement Planning

The Underutilized Roth IRA

January 11, 2023
By Zack Armstrong

While most investors are familiar with the traditional IRA, only some understand the powerful benefits of a Roth IRA. A Roth IRA is ...

05 Dec

Investment Ideas, Retirement Planning, Uncategorized

How 401(k) Plans Work: How to Save More Than Your Peers

February 20, 2023
By Zack Armstrong

For many Americans, the 401(k) plan is the bedrock of retirement planning. More than 100 million Americans are covered by these plans,...

24 Nov

Financial Planning, Investment Ideas, Investment Philosophy, Uncategorized

Which is Better Liquid Vs. Non-Liquid Assets

January 26, 2023
By Zack Armstrong

You may not have chosen your investments based on what investments are “liquid” or “non-liquid,” but understanding the difference is im...

14 Nov

Investment Ideas, Retirement Planning

Retirement Planning Facts & Trends

January 23, 2023
By Zack Armstrong

Planning for retirement is more difficult now. A combination of the COVID-19 pandemic, high inflation, and a plunging stock and bond m...

06 Oct

Evidence Based Investing, Financial Planning, Investment Ideas, Investment Philosophy

Why Does Evidence Based Investing Matter?

January 26, 2023
By Zack Armstrong

As the name would suggest, evidence-based investing uses evidence to fashion an investment strategy. The evidence shows that no-load, ...

14 Jun

Evidence Based Investing, Factor Premiums, Investment Ideas

Does Small Cap, Value, & High Profitability Transcend?

February 20, 2023
By Zack Armstrong

06 Apr

Diversification, Investment Ideas, Retirement Planning, Tax Management

Retirement Preparation Mistakes

November 23, 2022
By Zack Armstrong

Why are they made again and again? Provided by Zachary H Armstrong, CFA Much is out there about the classic finan...

11 Jan

Diversification, Evidence Based Investing, Investment Ideas, Investment Philosophy, Market Review

A Recovery Amid Challenges Of 2021 Market

February 20, 2023
By Zack Armstrong

. KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing hi...