Investing Rules of Thumb and When to Ignore Them
Personal finance is full of rules of thumb. They can be helpful for DIYers, but most of the time, they’re just noise. Here are a few...
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Austin Preece, CFP®, EA
Aug 277 min read
17 Things You Should Know About Your 401(k)
“Will my 401(k) still be there when I leave?” I got this question last week from someone I work with. It’s her first time having access...
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Austin Preece, CFP®, EA
Aug 124 min read
Stock Picking - Difficult, or Near Impossible?
"Did you see Intel today?" I got this message in early August from a friend of mine who’s also a financial advisor. Intel’s stock...
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Austin Preece, CFP®, EA
Jul 293 min read
Investment Philosophy at PFP
Portfolio construction is not generally the reason that most people hire me. I know this because I don’t advertise it. When I’m giving...
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Austin Preece, CFP®, EA
Jul 116 min read
Thoughts on the Markets Q3 2024
How to make the most money on your investments in the second half of 2024: Just kidding. Stock and bond markets are interesting, so I...
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Austin Preece, CFP®, EA
May 274 min read
Traditional or Roth - Which is Better?
Here's the REALLY short answer: It depends. Less short answer: If you expect your tax rate to be higher when you use the funds, you...
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Austin Preece, CFP®, EA
Feb 193 min read
Let's Talk About Funds!
Most people know that if they invest, they’re going to be buying mainly stocks and bonds. But how do investors go about buying them?...
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Austin Preece, CFP®, EA
Feb 123 min read
What Is A Stock?
Quick disclaimer before I answer the question - I use Microsoft as an example in this post, but that is not to be construed as a...
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Austin Preece, CFP®, EA
Nov 27, 20233 min read
Portfolio Diversification, Explained
We all know our portfolios are supposed to be diversified, but what does that actually mean? The simple answer is that diversification in...
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Austin Preece, CFP®, EA
Nov 20, 20235 min read
What Should I Do With My Cash?
A friend of mine asked me recently what the difference is between a High Yield Savings Account (HYSA) and a regular ole savings account....
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Austin Preece, CFP®, EA
Oct 2, 20232 min read
4 Guidelines for Building Portfolios
Want to do something for your future self? Start investing. Let’s say you have 20 years to invest, and you’ll earn an average return of...
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Austin Preece, CFP®, EA
Sep 11, 20232 min read
Can a Financial Planner Boost Your Investment Performance?
According to Vanguard’s Advisor Alpha study, the answer is yes. Vanguard, a low-cost investment manager with a unique structure, has...
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