All information provided on this site is for informational purposes only and does not constitute professional financial advice. You should talk to a professional financial planner if you need help with your finance.

We are not licensed to sell investments and cannot recommend specific mutual funds, ETFs, or individual stocks to buy or sell. What we can do is review your portfolio and analyze the asset allocation, risk, and fees and then measure its performance against a comparable benchmark or index.

Disclaimer: Since we’re not licensed financial advisors, we aren’t legally allowed to recommend individual assets. We are simply describing the investing strategies that got us here. Please consult a professional before implementing any of these strategies.