How to Create a Budget in 6 Simple Steps

How to Create a Budget in 6 Simple and Effective Steps: For Kids, Teens & Students

How to Create a Budget for Kids and Teens This video explains how to create a budget in a simple, concise way for students & beginners. It could be used by kids & teens to learn about budgeting, or used as a money & personal finance resource by parents and teachers as part of a …

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How to Create a Budget in 6 Simple Steps
Actively Managed Mutual Funds are Horrible | Mutual Fund fund word lettering illustration 9233  Optimized

Actively Managed Mutual Funds are Horrible

I think Actively Managed Mutual Funds are Horrible. There are many reasons for this, and this article will discuss a few important ones. Now, I know you may not agree with me about this, but hear me out, because there are alternatives to these investment funds that many people prefer – and who knows, maybe …

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5 Money Mistakes to avoid in Your 20s and how to fix them

5 Money Mistakes to avoid in Your 20s and How to Fix Them

One of the best times financially is when you’re in your 20s – you’re likely not married, don’t have a mortgage or other obligations, and your job is probably the least demanding it will ever be. If you take advantage of this time, you’ll be very well off in the future, but if you waste …

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5 Money Mistakes to avoid in Your 20s and how to fix them
401k - Employer Match

What is 401k Employer Match or Contribution & Vesting Schedule?

You told me that one of the biggest advantages of a 401k account is the employer match. But can you explain it to me? Employer match means that your employer also contributes money to your 401k account – in addition to the amount you contribute to it yourself. This is essentially like getting free money …

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401k - Employer Match
7 Reasons ALL Kids Must Learn About Personal Finance

7 Reasons ALL Kids Must Learn Personal Finance: Financial Literacy for Kids & Teens

Financial Literacy for Kids is Critical – Here’s Why Did you know? 50% of American households live paycheck to paycheck 44% of Americans don’t have enough cash to cover a $400 emergency expense The average American household’s credit card debt is $5,700 A third of Americans have saved nothing for retirement 80% of Americans’ retirement …

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7 Reasons ALL Kids Must Learn About Personal Finance
Actively Managed Funds vs Passively Managed Funds

Comparison: Actively Managed Funds vs Passively Managed Funds

Howdy Wall St. Willy! Sometime ago we talked about Actively Managed Funds and Passively Managed Funds. But can you tell me some of the differences between them? The main difference between actively managed funds and passively managed funds is their investment philosophy. Which means that the actively managed funds believe that getting returns better than …

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Actively Managed Funds vs Passively Managed Funds
What is Diversification

What is Diversification? A Definitive Guide for Kids, Teens & Beginners

Introduction to Diversification for Kids and Teens This video explains the concept of diversification in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about diversifying investments, or used as a money & personal finance resource by parents and teachers as part of a Financial Literacy …

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What is Diversification
Sectors Industry and Diversification

What are Sectors? Industry vs Sector for Diversification

Howdy Wall St. Willy! When we talked about investing in stocks, you talked about diversifying among large cap, mid cap and small cap stocks. But, is there any other way of diversifying while investing in stocks? That’s a great question, Sooper Cooper! Another great way to diversify is to invest in different sectors. Sectors?? I …

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Sectors Industry and Diversification
Portfolio Rebalancing

What is Portfolio Rebalancing?

Howdy Wall St. Willy! Sometime ago, we talked about asset classes, and when we talked about that, you said something about portfolio rebalancing. But what is portfolio rebalancing anyway? Portfolio rebalancing (or portfolio re-balancing) is buying and selling securities from different asset classes to maintain the asset allocation that’s right for you. Well, when should …

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Portfolio Rebalancing

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