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Does your asset allocation fit your current life situation?
Human Investing
Does your asset allocation fit your current life situation?
Human Investing

Diversifying your assets also known as your asset allocation is the mix of stocks, bonds, and cash in your investment portfolio. And it’s one of the key decisions you’ll make with your financial advisor.

Human Investing

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Retirement Planning

Journal | Access by Human Investing
Rolling a 401(k) Account into an IRA: Why you Shouldn't Abandon your old companies' Retirement Plans
Human Investing
Rolling a 401(k) Account into an IRA: Why you Shouldn't Abandon your old companies' Retirement Plans
Human Investing
Human Investing
Does your Employer offer a 401(k) Plan and Health Savings Account?
Human Investing
Does your Employer offer a 401(k) Plan and Health Savings Account?
Human Investing
Human Investing
Are you Thinking about Social Security?
Human Investing
Are you Thinking about Social Security?
Human Investing
Human Investing
Two Ways to Join the Roth Club
Human Investing
Two Ways to Join the Roth Club
Human Investing
Human Investing
Is A Roth IRA the Right Account for you?
Human Investing
Is A Roth IRA the Right Account for you?
Human Investing
Human Investing
Your pre-retirement checklist
Will Kellar
Your pre-retirement checklist
Will Kellar
Will Kellar
Four Unique Advantages of Social Security
Human Investing
Four Unique Advantages of Social Security
Human Investing
Human Investing
Why an IRA makes more sense in retirement than your 401(k)
Will Kellar
Why an IRA makes more sense in retirement than your 401(k)
Will Kellar
Will Kellar
The 3 Questions to Ask to build a solid retirement income plan
Will Kellar
The 3 Questions to Ask to build a solid retirement income plan
Will Kellar
Will Kellar
What Individual Companies are Inside my Target Retirement Funds?
Human Investing
What Individual Companies are Inside my Target Retirement Funds?
Human Investing
Human Investing
OregonSaves: A Retirement Solution for all Employees
Human Investing
OregonSaves: A Retirement Solution for all Employees
Human Investing
Human Investing
Your 401(k) Account and Tax Returns
Human Investing
Your 401(k) Account and Tax Returns
Human Investing
Human Investing
Retirement Income Planning: PERS Benefit Options
Human Investing
Retirement Income Planning: PERS Benefit Options
Human Investing
Human Investing
A Rebuttal: Why 401(k) Plans Still Make Tremendous Sense for Savers
Human Investing
A Rebuttal: Why 401(k) Plans Still Make Tremendous Sense for Savers
Human Investing
Human Investing
See the Life and Evolution of a Target Date Fund
Human Investing
See the Life and Evolution of a Target Date Fund
Human Investing
Human Investing
My Target-Date Fund Reached the Target year... Now What?
Human Investing
My Target-Date Fund Reached the Target year... Now What?
Human Investing
Human Investing
A Reminder to Keep your 401k Boxes Checked
Human Investing
A Reminder to Keep your 401k Boxes Checked
Human Investing
Human Investing

Smart and Patient Investing

Journal | Access by Human Investing
Does your asset allocation fit your current life situation?
Human Investing
Does your asset allocation fit your current life situation?
Human Investing
Human Investing
The Positive and Negative Impacts of Tariffs on Your Portfolio
Drayton Carlberg
The Positive and Negative Impacts of Tariffs on Your Portfolio
Drayton Carlberg
Drayton Carlberg
Recap of the Fed's September 2024 Meeting: Understand the Interest Rate Cut and Its Impact
Drayton Carlberg
Recap of the Fed's September 2024 Meeting: Understand the Interest Rate Cut and Its Impact
Drayton Carlberg
Drayton Carlberg
Equity Risk Premium: Add this to your investment lexicon when thinking about stocks
Andrew Gladhill
Equity Risk Premium: Add this to your investment lexicon when thinking about stocks
Andrew Gladhill
Andrew Gladhill
Exploring the concept of a US Central Bank Digital Currency (CBDC)
Amber Jones
Exploring the concept of a US Central Bank Digital Currency (CBDC)
Amber Jones
Amber Jones
Which Real Estate Investment makes the most sense for me?
Drayton Carlberg
Which Real Estate Investment makes the most sense for me?
Drayton Carlberg
Drayton Carlberg
Section 121 Exclusion: Is it the Right Time to Sell Your Home?
Human Investing
Section 121 Exclusion: Is it the Right Time to Sell Your Home?
Human Investing
Human Investing
Payback Periods: How long to Make your Money Back?
Andrew Gladhill
Payback Periods: How long to Make your Money Back?
Andrew Gladhill
Andrew Gladhill
Do's and Dont's of a Bear Market
Will Kellar
Do's and Dont's of a Bear Market
Will Kellar
Will Kellar
Investing 101: How Dividends Work
Drayton Carlberg
Investing 101: How Dividends Work
Drayton Carlberg
Drayton Carlberg
The Risk of Holding Cash
Will Kellar
The Risk of Holding Cash
Will Kellar
Will Kellar
The Real Risk of Owning Bonds: Too Much in Bonds May Hurt Your Purchasing Power
Andrew Gladhill
The Real Risk of Owning Bonds: Too Much in Bonds May Hurt Your Purchasing Power
Andrew Gladhill
Andrew Gladhill
Combating the investing FOMO (and FOBI) in all of us
Krista Harkavy
Combating the investing FOMO (and FOBI) in all of us
Krista Harkavy
Krista Harkavy
When it Comes to Market Volatility, Don't Rely on your Emotions, Rely on your Financial Plan
Dr. Peter Fisher
When it Comes to Market Volatility, Don't Rely on your Emotions, Rely on your Financial Plan
Dr. Peter Fisher
Dr. Peter Fisher
Consistency is Key when Fighting the Dad Bod and Growing your Investing
Will Kellar
Consistency is Key when Fighting the Dad Bod and Growing your Investing
Will Kellar
Will Kellar
Health Savings Accounts - The Total Trifecta
Human Investing
Health Savings Accounts - The Total Trifecta
Human Investing
Human Investing
How do Elected Governments Affect the Stock Market?
Dr. Peter Fisher
How do Elected Governments Affect the Stock Market?
Dr. Peter Fisher
Dr. Peter Fisher
Providing Sound Advice in a World of Robinhood Investing
Andrew Nelson
Providing Sound Advice in a World of Robinhood Investing
Andrew Nelson
Andrew Nelson
How to Avoid the Investing Cycle of Emotions
Will Kellar
How to Avoid the Investing Cycle of Emotions
Will Kellar
Will Kellar
What is the Secret to Successful Investing?
Dr. Peter Fisher
What is the Secret to Successful Investing?
Dr. Peter Fisher
Dr. Peter Fisher
Equity Returns are in your Favor: The Positives Outweigh the Negatives
Andrew Gladhill
Equity Returns are in your Favor: The Positives Outweigh the Negatives
Andrew Gladhill
Andrew Gladhill
Three Market Factors that are Turning your Home into an Even More Valuable Investment
Dr. Peter Fisher
Three Market Factors that are Turning your Home into an Even More Valuable Investment
Dr. Peter Fisher
Dr. Peter Fisher
Managing your Personal Finances Through a Crisis
Will Kellar
Managing your Personal Finances Through a Crisis
Will Kellar
Will Kellar
Refinancing your Mortgage: A How-To Guide
Will Kellar
Refinancing your Mortgage: A How-To Guide
Will Kellar
Will Kellar

Power of Financial Planning

Starting your financial journey

Journal | Access by Human Investing
The many superpowers of a Health Savings Account
Drayton Carlberg
The many superpowers of a Health Savings Account
Drayton Carlberg
Drayton Carlberg
Do you Need a Financial Calculator?
Human Investing
Do you Need a Financial Calculator?
Human Investing
Human Investing
Are you in Between Jobs?
Human Investing
Are you in Between Jobs?
Human Investing
Human Investing
How Some Millennials are More Resilient During Financial Shocks
Rachelle Top
How Some Millennials are More Resilient During Financial Shocks
Rachelle Top
Rachelle Top
How to be a responsible credit card holder and why it matters
Rachelle Top
How to be a responsible credit card holder and why it matters
Rachelle Top
Rachelle Top
How Much Money are you Saving by Living with your Parents?
Human Investing
How Much Money are you Saving by Living with your Parents?
Human Investing
Human Investing
Providing Sound Advice in a World of Robinhood Investing
Andrew Nelson
Providing Sound Advice in a World of Robinhood Investing
Andrew Nelson
Andrew Nelson
Financial Literacy Starts Young: Knowledge that Pays
Human Investing
Financial Literacy Starts Young: Knowledge that Pays
Human Investing
Human Investing
How to Thoughtfully Finance a Car or any Big Ticket Purchase
Rachelle Top
How to Thoughtfully Finance a Car or any Big Ticket Purchase
Rachelle Top
Rachelle Top
How to Build an Emergency Fund
Alanna Mauch
How to Build an Emergency Fund
Alanna Mauch
Alanna Mauch
$5 Today is Worth More than $5 Tomorrow
Human Investing
$5 Today is Worth More than $5 Tomorrow
Human Investing
Human Investing
"If you Fail to Plan, you are Planning to Fail"
Will Kellar
"If you Fail to Plan, you are Planning to Fail"
Will Kellar
Will Kellar
College Savings and 529 Plans: The Significant Benefits of Starting Early
Human Investing
College Savings and 529 Plans: The Significant Benefits of Starting Early
Human Investing
Human Investing
Is Now a Good Time to Refinance my Student Loans?
Human Investing
Is Now a Good Time to Refinance my Student Loans?
Human Investing
Human Investing
Spend Time on Saving Money
Human Investing
Spend Time on Saving Money
Human Investing
Human Investing