Insights
With 35+ years of combined experience, we provide expert financial tips and actionable advice to enhance your financial life.
More Than Numbers: Why Paul Does This Work
What drives someone to spend their career helping other people with their money? In this video, Paul Sydlansky, CFP®, s…
4 Habits That Can Help You Accelerate Financial Independence
Wondering why some people hit financial goals sooner than others? In this video, Paul outlines four proven strategies t…
Mindset Shifts That Can Speed Up Your Path to Financial Independence
Have you ever wondered why some people achieve financial freedom with relative ease while others struggle to make progr…
Am I Doing OK?
If you’re reading this article, chances are you’re already working hard to build a financially secure future. But how d…
Investment Lessons from Theranos: Don’t Let a Good Story Bleed You Dry
If you have been following the trial of former Theranos CEO Elizabeth Holmes, you may be wondering how so many wealthy…
The Two Formative Experiences That Helped Me Grow as an Investor
Who doesn’t like getting insights into the balance sheets and investment portfolios of other people – especially when t…
Investing FOMO Is Real – But Here’s Why You Shouldn’t Give In
The fear of missing out is real in many aspects of our lives. Today more than ever, with how ingrained social media is…
Thinking About Day Trading? You May Want to Read This First
In the midst of the pandemic, you may have noticed a rather unusual trend: more and more people are jumping into the st…
What Are ETFs? Understanding These Tools and Their Uses in Our Investment Portfolios
If you have a retirement plan, brokerage account, or other type of investment vehicle, you’ve probably at least heard o…