Money Advice

Why ‘sophisticated’ investments aren’t necessarily superior

Posted by The Simply Money Advisors Team on Feb 13, 2019 7:50:18 AM

There’s a perception among some investors that it’s time to shake things up once they reach a certain threshold of savings.

But most complex investment products end up being far more trouble than they’re worth.

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Topics: Investing

Your (quick) survival guide for market turbulence

Posted by The Simply Money Advisors Team on Dec 19, 2018 8:23:09 AM

It’s been a wild few weeks if you’re a stock investor. At Simply Money, we want to share a few important reminders we think will help keep you sane.

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Topics: Investing

What to keep in mind during market turbulence

Posted by The Simply Money Advisors Team on Dec 11, 2018 5:56:27 AM

Even though President Trump and Chinese President Xi agreed to a 90-day trade war ceasefire, market turbulence has remained high due to anxiety around trade tensions.

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Topics: Economics, Investing

3 things to be thankful for this Thanksgiving

Posted by The Simply Money Advisors Team on Nov 21, 2018 7:57:46 AM

It’s officially the season of “giving thanks!” So, at Simply Money, we want to share three things we believe you should be thankful for as an investor.

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Topics: Investing

Here’s why your 401(k) balance is lying to you

Posted by The Simply Money Advisors Team on Aug 22, 2018 5:05:00 PM

Just recently, the brokerage firm Fidelity shared some noteworthy news: there are now a record-breaking number of “401(k) millionaires” among the 401(k) plans it administers. This exclusive group is about 168,000 strong, up from 118,000 last year. 

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Topics: Retirement Planning, Investing

Wall Street nervous about international problems

Posted by The Simply Money Advisors Team on Aug 13, 2018 4:53:00 PM

International concerns weighed on U.S. markets last week, as Wall Street’s nerves were high due to Turkey’s currency plunging, ‘Brexit’ negotiations stalling, and the trade spat with China not letting up.

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Topics: Economics, Investing


Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Simply Money Advisors), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, this content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained here serves as the receipt of, or as a substitute for, personalized investment advice from Simply Money Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simply Money Advisors is neither a law firm, a certified public accounting firm, nor a tax advisory firm and no portion of the blog content should be construed as legal, accounting, or tax advice. Please consult your own attorney, accountant, and tax advisor for legal, accounting, and tax advice. A copy of the Simply Money Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Advisory services offered through Simply Money Advisors, a SEC registered investment adviser. Insurance services are offered through Simply Money Insurance Agency, a separate entity from Simply Money Advisors. Simply Money™ and the spiral symbol are trademarks of Simply Money IP Holdings, LLC.

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