Articles + Videos
Gift Suggestion for Books on Investment for the Holidays
Early on in his finance education were some great reads that informed Sherod’s knowledge on the basics of investing. Here he shares his..
The Importance of Rebalancing Your Portfolio
Each individual’s risk profile is different and, as such, it’s important to adjust the weighting of your investments. As investments..
How much should you pay for a car?
Besides our home, an automobile is the second largest expense in our household. Since 2002 there has been a 240% increase in the age of..
Long Term Care Options
A really important topic that a lot of people don’t like to talk about is long term care. There are over 12M people in the US that need..
Top Two Recommendations for COVID + Election Time Uncertainties
It’s easy to get caught up in social media, the news or gossip that creates fear and confusion. What are those things serving as an..
Automating Savings
David Anderson, Moneywise owner + financial advisor, discusses one of the strongest tools we have to reach financial independence. Have..
Higher Taxes and the Stock Market
Moneywise owner + financial advisor, Sherod Waite, gave the rundown on corporate taxes going up for the first time since 1993. There is..
The Basics of Different Retirement Accounts
Moneywise owner + financial advisor, David Anderson, educates us on the ins and outs of different retirement accounts. Many people..
Three free apps that help us budget better
Moneywise owner + financial advisor, Sherod Waite, talks about BUDGETS. Budgeting can often be difficult and tedious for many. It’s..
Tips to get through this recession
Moneywise financial advisor, Sherod Waite, offers suggestions about some important things to remember during a recession. This is the..