Get Ready with Christine Benz: Simplifying Your Investment Strategy

“Simplify and reduce the number of moving parts in your plan. Your investment portfolio doesn’t have to be complicated to be successful. That very few constituent holdings can get you to your goal.” – Christine Benz In this episode of Get Ready, I spoke with Christine Benz, the Director of Financial Planning for Morningstar about … Read more

Get Ready with Daniel Lee: Have An Investment Plan

“Have a plan. Have goals. But, don’t just have goals and a plan, have a system that works for you. That might be creating an investment plan to begin with and following that investment plan. It might be automating your investments somehow through a robo-advisor, that might require you to hire an advisor. I think … Read more