Welcome to UNBROKE – Financial Literacy From a Financial Planner

equity-selloff-infographic

3 Solid Reasons to Remain Calm After Equity Selloff

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Ouch, that kind of hurt. I haven’t felt pain like that in quite a while now.  Actually, it was 404 days to be exact, which…

NY Fed Houusehold Debt and Credit Report infographic

Record US Household Debt, Falling Savings and More Financial Red Flags

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I know I am beginning to sound like a broken record, but congratulations ’Merica, you have once again hit a new household debt record of…

Should I Invest Right Now infographic

Should I Invest Right Now? History Suggests an Answer

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Should you invest right now? Talk about a tough question. There is no one correct answer to the question of when to invest in the market…

How to Become a Certified Financial Planner (CFP)

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So you are interested in becoming a Certified Financial Planner™ or CFP®? Good because that is exactly what I am going to talk to you…

Bull and Bear Market Historic Facts [infographic]

Bull Markets Are Stronger But Investors Still Fear the Bear

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Bull markets and bear markets can be good or bad depending on how you have positioned your investment portfolio. For most investors, bull markets are…

Dividend Reinvestment and the Power of Compounding [Infographic]

Dividend Reinvestment and the Power of Compounding

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Dividend reinvestment plays a huge part of the total return you will receive as an investor. As you can see from the example shown here,…

Budgets Reveal What You Value... Learning from Legends, Joe Biden

Joe Biden: Budgets Reveal What You Value… Learning from Legends

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Budgets are tough to put together and even tougher to follow. When you work on your budget, I would ask you to step back and…

3rd Quarter 2017 Asset Class Returns... Get UNBROKE

3rd Quarter 2017 Asset Class Returns

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Third quarter asset class returns are in and overall most assets had a positive quarter. As always there were winners like the Brazil equity index…

Before Taking on Debt, Consider Your Future Self... Learning from Legends, Nathan Morris

Nathan Morris: Before Taking on Debt, Consider Your Future Self… Learning from Legends

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Debt can be good or bad, so this quote from Nathan Morris really only pertains to bad debt. I wanted to share this because I…

Duration bond value and interest rates [infographic]

Understanding Interest Rates and Bond Duration

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Duration doesn’t sound important, but if you are a bond investor it is extremely helpful. A bond or bond portfolio duration will give you an…