RESOURCES

Useful Articles
and Resources
Investing

How Compound Interest Works (and Why It’s Basically Free Money)

By Jay Zigmont | Sep 19, 2025

Compound interest is a powerful tool that helps your money grow over time without a lot of effort from you. Learn how it works and why starting early is the key to building wealth.

Read More

Stocks 101: How to Build Wealth and Avoid Common Pitfalls

By Jay Zigmont | Sep 5, 2025

Stocks let you own a piece of a company and grow wealth through price gains and dividends. While markets fluctuate, diversification and a long-term view make them a powerful tool for building your financial future.

Read More

Bonds: The Stable Partner in Your Investment Strategy

By Jay Zigmont | Sep 5, 2025

Bonds bring balance to your portfolio by offering stability, steady income, and protection from market swings. From traditional options to inflation-protected I Bonds, they play a key role in reducing risk and supporting long-term goals.

Read More

ETFs vs. Mutual Funds: Simplifying Your Investment Choices

By Jay Zigmont | Sep 5, 2025

ETFs and mutual funds both make it easy to invest in a diversified portfolio, but they work differently. Mutual funds are managed professionally and ideal for hands-off investing, while ETFs trade like stocks and often have lower fees. Learn how these options work, find the one that fits your goals, and see how a CERTIFIED FINANCIAL PLANNER™ can help you invest smarter and more confidently.

Read More

Is Cryptocurrency a Good Investment? Understanding the Risks and Alternatives

By Jay Zigmont | Sep 5, 2025

Cryptocurrency can be exciting, but it’s highly volatile and risky. If you’re considering investing, treat it as a small, speculative part of your portfolio, do your research, and only invest what you can afford to lose.

Read More

Taxable Investment Accounts: The Flexible Way to Invest Without Retirement Restrictions

By Jay Zigmont | Sep 4, 2025

Taxable investment accounts don’t come with the tax perks of retirement accounts, but they offer flexibility, no contribution limits, and easy access to your money—making them a smart option once you’ve maxed out retirement savings.

Read More

Are You Taking Too Much Risk with Your Investments? Here’s How to Tell

By Jay Zigmont | Sep 4, 2025

Risk tolerance is about knowing how much market volatility you can handle without losing peace of mind. If your investments are keeping you up at night, it may be time to scale back, reassess, and find a strategy that fits your comfort level and long-term goals.

Read More

Target Date Funds: The Hands-Off Retirement Investment You Need to Know About

By Jay Zigmont | Sep 4, 2025

Target date funds make retirement investing simple by automatically adjusting from aggressive to conservative as you near retirement. They’re a convenient, hands-off option found in 401(k)s, IRAs, and more—but whether they’re right for you depends on your risk tolerance and goals.

Read More

Unlocking the Simplicity of a Three-Fund Portfolio: Your Path to Smart, Low-Cost Investing

By Jay Zigmont | Sep 4, 2025

A three-fund portfolio is a simple, low-cost way to invest for the long term. By dividing your money between U.S. stocks, international stocks, and bonds, you get instant diversification without the complexity of picking individual investments. It’s flexible, easy to manage, and keeps fees low—making it a smart alternative to target date funds for hands-on investors.

Read More

How to Invest in Real Estate Without Owning a Home

By Childfree Wealth® team | Jun 5, 2024

You don’t need to own a home to invest in real estate. For Childfree individuals, options like rental properties or REITs offer ways to grow wealth without the debt, maintenance, or constraints of homeownership. It’s about finding the path that aligns with your lifestyle and financial goals.

Read More