Automation

  • How to Save for Retirement

    | May 23, 2024
    Couple laying together on boat with sunset

    As you begin to set aside money for retirement, one of the first and most critical decisions you’ll face is what type of account to put that money in. Should you contribute to your 401(k) first? Or is paying down debt a better idea? What about an IRA or a 529 plan? Should you be contributing to those as well? And what do mason jars and your mattress have to do with any of this? These are the types of questions we’ll attempt to answer as we explore the most effective way to save for retirement.

  • Why It’s So Difficult to Manage Your Own Portfolio

    | March 8, 2024
    Brain with equations and creativity

    These days, the rage is all about passive investing. That’s because over the last few decades, it’s become crystal clear that active management (aka. stock picking) doesn’t work. Even the most astute stock pickers, with millions of dollars’ worth of research at their fingertips, consistently underperform basic index funds.

  • The Importance of Automation

    | September 27, 2021
    Robots on an assembly line

    Keeping our long-term goals in mind at all times requires an immense amount of effort. That’s why we’re often sidetracked by short-term wants and needs. Automating certain parts of the investment process is akin to putting guardrails around your financial ability to misbehave … it’ll keep you out of trouble and ensure you stay on track for long-term success.