Welcome to UNBROKE – Financial Literacy From a Financial Planner


3 Solid Reasons to Remain Calm After Equity Selloff

400 300 Charles Weeks

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

400 300 Charles Weeks

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

400 300 Charles Weeks

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)

408 417 Charles Weeks

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

400 300 Charles Weeks

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

400 300 Charles Weeks

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

400 300 Charles Weeks

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

400 300 Charles Weeks

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

400 300 Charles Weeks

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

400 300 Charles Weeks

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…