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Investments

High Inflation & Rising Interest Rates: How Should Investors Respond? (Part 2)

Strategies that can help investors protect the value of their investments and find opportunities to benefit from changing market dynamics.

High Inflation & Rising Interest Rates: How Should Investors Respond? (Part 1)

Two investment strategies investors should consider in response to high inflation and rising interest rates.

What is an SMA, and is it Right for You?

What are SMAs and do they have a place in your portfolio?

Kousha Bautista-Saeyan & David Darby

The Advantages of ETFs

At Farther, we have found that passively managed exchange-traded funds (ETFs) provide clients with the best opportunity to build diversified portfolios.

Bryan D'Alessandro, CFP®

Interim Q1 2022 Quarter Portfolio Reallocation

Due to the conflict in Eastern Europe, Farther has created a plan to make adjustments to portfolios in order to optimize returns while mitigating risk.

Roy Satterthwaite

Amidst Geopolitical Instability, an Opportunity to Learn from Past Market Drawdowns

Concerns about Russia’s invasion of Ukraine have weighed heavily on Wall Street in recent days, including this week’s broad declines that saw the S&P 500 close in correction territory. Should you be worried?

Roy Satterthwaite

How to Build a Socially Responsible Portfolio - Farther's Guide to ESG Investing

If you’re wondering whether ESG investing is right for your financial goals, here’s what you need to know:

Anthony Carlton, CFP®

The Dollar Value of Working with a Financial Advisor

Money is complicated, and the more you have, the harder it is to manage. It can be overwhelming to try and balance everything, so there are experts who can help, acting as guides on your financial journey: Fee-Only Financial Advisors.

Anthony Carlton, CFP®

Why it's a Smart Decision to Rollover Your Old 401(k) to an IRA

Landing a new job is exciting, but it also comes with a lot of financial decisions. You have to choose the right health insurance plan, review your compensation package, and set up your new retirement account.

Bryan D'Alessandro, CFP®

A Beginner's Guide to Cryptocurrency

Cryptocurrency: You’ve heard about it on the news, you’ve read about it online, and you’ve probably got a friend or two that’s brought it up over a socially distanced Zoom happy hour.

With Bond Yields < 1% . . . Does Your Portfolio Need a Remodel?

Bond yields, which traditionally returned greater than 3.5% yields over the past decade, are now expected to return only about 1% for the next ten years.

Roy Satterthwaite

Do You Think Your S&P 500 Index Fund is Diversified? Think Again!

A few companies dominate large cap and total market indices, which means your S&P 500 Index Fund may not be as diversified as you thought it was...

Roy Satterthwaite

Can you really beat the market? Consistently? Year-after-year? Really?

It’s one thing to beat the market in a year, but doing so consistently is incredibly challenging. Even the best investors have failed to beat the market over the long run.

Roy Satterthwaite

What is the time value of money

Is money now worth more than money later? Why the time value of money question drives our financial system.

Taylor Matthews

Stock options vs RSUs: what do they mean for your total compensation

Understanding the difference between stock options vs. RSUs can be boiled down to a few easy to remember points to help you better evaluate your options.

How to optimize your savings

Should you save for retirement or pay off your student loans? Open a 529 plan or save for a house? You’ve probably asked yourself any number of similar questions before, and the answers aren’t always straightforward.

Taylor Matthews

Time in the market, not timing the market

If you’ve ever jumped into the world of personal finance blogs, you’re going to run across...

Taylor Matthews

How to navigate the alphabet soup of account types

IRA, 401(k), 529, HSA, 403(b), TSP, 457 – it’s almost like the finance industry is trying to confuse you with so many different account types. Let’s clear up some...

Taylor Matthews

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