Ratings are everywhere but when it comes investments, none have the cachet and history of Morningstar ratings. Go to any mutual fund and chances are, if they have a good rating, they will tell you what their Morningstar rating is! For example, Thrivent lists Morningstar ratings of their funds on the Fund Details page for one of their five-star funds, ...

Everyone knows they should be getting life insurance. But more than anything else, the biggest question is how much life insurance do I need? Unfortunately, there’s no quick or easy answer to that question, at least not if you want a reliable number – because everyone has different needs. But to help you determine how much life insurance is enough ...

CrowdStreet Strengths Opportunity to invest in commercial real estate CrowdStreet charges no fees to use the platform High returns Invest in individual properties, investment funds, or a fully managed commercial real estate portfolio Weaknesses Accredited investor status is required High minimum initial investment Lack of liquidity Email customer support only Do you want to invest in real estate but you’re ...

Saving money in your company’s retirement plan is one of the easiest ways to invest in your future. The money automatically comes out of your paycheck and is invested on a regular basis. Some people even have the benefit of an employer match that can help them max out a 401(k)’s potential. But did you know there are also some ...

Sometimes the best returns come from unusual places. One that most savers and investors likely don’t know about are royalties. That’s not surprising, given that royalties are true alternative investments. Unless you work in an industry where royalties are common, you’re probably not remotely aware of the income potential they present. Royalties can provide a steady stream of income that ...

With all the volatility going on in the financial markets right now, I pulled a show from the archives with specific investing advice. The show originally aired at the end of 2018 when the markets were also going through a turbulent time. No matter whether you’re not sure if you’re managing your retirement account the right way or you’re hesitant ...

While index funds and EFTs are great for the bulk of your investments, what if you want something more out of your portfolio? You can certainly invest in actively managed mutual funds. But those often come with high load fees and there aren’t many that have a long track record of outperforming the market. So that pretty much leaves you ...

A quick disclaimer, before we begin: I spent more than eight years in the financial services industry as both a licensed financial advisor (FINRA Series 7, 24, 27, and 66) as well as a licensed investment advisor representative. I also sat on the FINRA Small Firm Advisory Board. I left the industry in part because I do not believe that ...

By now you can probably tell we have a passion for real estate. Homebuying, investing, house hacking, etc. You’ve also probably heard of real estate crowdfunding but, like many, maybe you’ve dragged your feet. When we were introduced to Republic Real Estate (formerly known as Compound before their recent acquisition), it was through a mutual connection as a potential mentorship ...

When it comes to the stock market, we all know that slow and steady wins the race. You’ve probably seen enough Warren Buffet quotes on Instagram to know that the market is a marathon, not a sprint. But maybe you’re the type of person that doesn’t want to just “set it and forget it”. Maybe you’re a little bit of ...

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