Every investor's nightmare: a sudden market drop. The instinct to react, to do something—anything—to stop the bleeding, it’s incredibly strong. So, we’ve created a step-by-step plan for how to react to, or, better yet, not react to, a drop in your investments. And we’ve saved the best nugget of wisdom for last.

Use these 8 strategies to avoid taxes when you are investing for your family.

Famous investor Bill Ackman just filed paperwork with the SEC to launch a fund for regular investors. Let’s dive into what it says.

The stock market can be intimidating even for professionals. We are here to help you learn and get started.

With the market on its highs for the year and interest rates likely coming down in 2024, we all have a decision to make today with our money. Let’s talk about it

In this post we highlight the financial measures at the top of every Dinner Table Discussions Newsletter and how to read them.

Not sure if you need a financial coach or a financial advisor? Let’s help break down the difference to help you decide.

Home buying can be a daunting and intimidating process for any family. Here is a quick 10 step checklist any prospective buyer should take.

Make sure you ask any financial advisor these 15 questions before you consider hiring them (or to decide to continue working with them).

Make the most of high interest rates by doing these three things today.

What is tax loss selling? We will discuss the investing strategy and how you can use it effectively.

Ever had a friend or family member ask you to invest in their business? Here are 5 quick steps you should take and a list of questions to ask if this happens to you.

Curious how to actually invest in an IPO? Let’s run through a quick cheat sheet on how to do it.

Want to track how past Initial Public Offerings (IPOs) have done with the kids? Check out our list.

Curious what an Exchange Traded Fund (ETF) is? We will try to make the explanation easy and painless.

In this post we’ll show you how to use a 13F filing to see what the best investors on the planet are invested in. You can use it yourself or teach the kids!

In this post we talk about 5 common mistakes people make when investing money in a brokerage account and how to avoid them.

Let’s break down the basics of cryptocurrency in simple language with the goal for any parent to be able to understand it and explain it to young kids.

Let’s talk about the basics of investing in crypto and the steps you need to take to actually do it.

How do you know when to buy stocks? These 5 quick indicators can tell you whether now is the time to buy or sell. Let’s talk about it.